Retirement
Get the latest information on individual retirement accounts, 401(k) plans and other retirement strategies.
Retirement Basics
Editor's Picks
Best IRA accounts in December 2023
10 min read
Latest Articles
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Roth conversion subject to five-year rule?
You need not worry about owing the IRS money on your Roth withdrawals for this reason.
2 min read Oct 30, 2014 -
Timing first required minimum distribution
You have a couple of different options when it’s time to take your first withdrawal.
2 min read Oct 16, 2014 -
How to find unclaimed money
Tracking down missing 401(k) money isn’t as easy as finding a traditional pension.
2 min read Oct 16, 2014 -
Should you delay applying for social security past age 70?
It doesn’t pay to wait past age 70 to collect benefits, but working might help.
2 min read Oct 08, 2014 -
Estate planning attorney has my documents
You want to have easy access to your papers when you need them. Here’s what to do.
3 min read Oct 01, 2014 -
Survey: 36 percent not saving for retirement
Bankrate’s survey finds an alarming lack of savings among Americans.
3 min read Aug 18, 2014 -
Leave 401(k) or roll it over?
After leaving a job, you’ll be faced with the choice of what to do with your 401(k) money.
4 min read Jul 30, 2014 -
Cash out 403(b) retirement account to quit job?
It may be stupid to cash out your 403(b) now for all the taxes and penalties you’d pay.
2 min read Jun 12, 2014 -
Moving just to avoid taking 401(k) tax hit
States handle early 401(k) plan withdrawals differently. Does that mean you should move?
2 min read Jun 11, 2014 -
Waive 60-day IRA rollover requirement?
It’s not easy, but you can apply to the IRS for a waiver of the 60-day IRA rollover rule.
3 min read Mar 13, 2014