A CFP explains how to convert a $1.6M 401(k) to a Roth IRA without triggering high taxes, plus tips on timing, tax brackets, ...

Self-directed IRAs share many similarities with traditional IRAs, though the advantage is you can select the types of investment you'd like.

Confused about pre-tax vs. Roth? You're not alone. Money expert Preston Seo explains how each impacts your taxes today and in retirement.

Also: Small-cap stocks, a bond-market warning, and two metals that might join the amazing rally for gold and silver It is easy to assume that avoiding taxes is an ideal strategy for managing your ...

Explore taxation of retirement account withdrawals, their impact on retirement planning, strategies to minimize taxes, and the importance of tax planning.

Too much company stock in your retirement plan can be risky. Learn how to reduce concentration risk, use tax-efficient ...

Many people are worried about having enough saved for retirement. A certified financial planner has some advice for different ...

You can take the practical, bite-sized steps below right now to grow your income, strengthen your savings and move closer to ...

Spend, save or invest? Many retirees depend on their Social Security benefits to make ends meet, but not everyone uses those ...

Every so often, there’s a new twist on an old financial planning idea. A recent example was the “FIRE” movement (“Financial ...

Social Security faces funding challenges. Learn practical steps to protect your retirement and build financial security if ...

Laurence Park grew up in Los Angeles and never thought he’d end up living in Pittsburgh. But when his father was hired as a ...