With retirement planning becoming more complex and taxes taking a bigger bite out of savings, many Americans are looking for ...

The right plan makes all the difference.

Following a series of unpredictable changes to retirement laws, measures are being taken to course-correct amid rising healthcare premiums and other economic factors. As AARP points out in its yearly ...

A 63-year-old hospital vice president has roughly six weeks to lock in her pension election. Her plan offers two paths: a ...

On the May 12 episode of The Clark Howard Podcast, financial advisor Wes Moss, CFP, told Clark Howard something most ...

When you reach retirement age, financial decisions become even more important as you are no longer generating income from working. Every choice you make about your money has a direct impact on your ...

If you’ve spent years maxing out a 401(k) or traditional IRA, most of your wealth may be sitting behind a wall you cannot touch without a penalty until age 59½. There is a strategy to work around that ...

Should you pay taxes now or save big later with a Roth conversion? Learn how Roth IRA conversion affects taxes, Medicare costs, and retirement savings in simple terms.

A smart tax strategy can turn into an expensive mistake. - /iStockphoto Advanced tax-planning strategies for people with high ...

Converting your 401(k) to a Roth IRA can be one of the smartest moves for your retirement strategy. However, it comes with an immediate price tag that catches many investors off guard. A traditional ...

If you like the idea of not paying taxes on retirement plan withdrawals and avoiding required minimum distributions (RMDs), a ...