One of the most common retirement questions people face is also one of the most confusing. As you build your retirement savings, should you contribute to a pre-tax account like a 401(k) or IRA, or put ...

Is it better to make after-tax Roth 401(k) contributions or save before-tax in a traditional 401(k)? The answer varies depending on the taxpayer. While individuals with higher incomes might not ...

Many people worry about how to access retirement money early without penalties, especially if income is changing or ...

Carol explained that she had rolled a 401(k) from a former job into a traditional IRA. Later, she began contributing to that IRA with after-tax money — without realizing that, unlike a Roth IRA, she ...

As clients amass their retirement dollars over their working years, tax situations are likely to become more complicated over time. That’s especially true for clients who are fortunate enough to have ...

Many high-income taxpayers are already fully taking advantage of a company-sponsored 401(k) plan by maximizing their annual pre-tax contributions. For taxpayers over age 50, that includes taking ...

How do I know which of my investments are better off in my IRA, Roth IRA or brokerage account? -Peter It’s great that you’re ...