The Roth IRA and the Roth 401(k) are funded with after-tax dollars, but qualified distributions are tax-free in retirement.
Here are four things to consider before you borrow from your retirement savings.
Investors can improve their after-tax investment returns by managing their tax exposure.
Here are some emergency savings tips to make sure you’re covered on a rainy day.
Now is a great time to make tax-saving moves to boost your tax refund.
Many people don’t realize that state and local workers in certain states don’t contribute to Social Security.
Finally, a new survey reveals that nearly two-thirds of people with assets of $100K or more are on track to meet or exceed retirement planning goals.
When I started saving for retirement, the credit union clerk recorded it in my passbook in black ink. Today, I downloaded my first retirement savings application, or app, to my iPad (or iPhone). It’s from Vanguard and it makes managing retirement savings ridiculously convenient. The app allows Vanguard customers to: View account balances, including those in
Here’s a timely retirement planning tip from Greg Burrows, senior vice president at The Principal Financial Group: Put the extra 2 percent of salary that you’ll gain from the Social Security tax holiday, which Congress awarded us in 2011, in your 401(K), 403(b) or IRA. Burrows calculates that if a 30-year-old earning $50,000 per year would
Converting from a traditional 401(k) or 403(b) to a Roth 401(k) or 403(b) can be a very good retirement planning move if you think that you are in a lower tax bracket today than you will be when you retire. For instance, if you are unemployed and if you can afford to convert this year