You can then request a direct rollover from your old employer's plan so the funds go straight into your IRA, which keeps your savings tax-deferred and avoids penalties. You can also do an indirect ...

The retirement landscape has shifted dramatically over the past few decades. Gone are the days when most retirees could count on a generous company pension to carry them through their golden years.

Just because retirement is coming doesn't mean you can derail your financial savvy. Rather, it's important to continue ...

We all want to reach retirement age with more than enough money to cover expenses for the rest of our life. If your workplace ...

You may be saving more in an easy-to-contribute retirement savings vehicle, but you're giving up a great deal of flexibility.

Your retirement planning should integrate financial strategy with other life dimensions, including health, relationships and ...

Most Americans won't retire with $1 million. Here's what it really takes to build lasting income and peace of mind.

Most retirees tap their accounts in the wrong order, draining savings faster and triggering unnecessary taxes. This 5-step ...

Every time you move between jobs, your 401(k) retirement balance doesn’t automatically move with you. You can roll it over to a new account, cash it out, or just leave it behind. Millions of Americans ...

Explore your options as a Roth IRA beneficiary, from spousal transfers to required withdrawals, depending on your relationship to the original account holder.