Rolling over an IRA means transferring funds from one retirement account to another without tax penalties, helping you ...

If you’re taking a required minimum distribution from an IRA, 401(k) or other tax-deferred account and don’t need the money to cover living expenses, where should you stash that unneeded cash?

Credit card debt is a challenge for retirees and those nearing retirement. Many adults 50 and older carry credit card debt or ...

If you have a Roth IRA or are thinking of getting one, you may be looking at ways to incorporate the account into your long-term plan. Established in 1997, the Roth individual retirement account ...

Opening your IRA is the most important step you can take ... however, we also take into account features like research, education, tax-loss harvesting, and customer service.

We’ll look at some of the key differences between Vanguard and T. Rowe Price to help you determine which one is the right fit for your investment needs. The account opening process was slow at ...

To enjoy tax-free withdrawals during retirement, you must meet two conditions: Be age 59 ½ or older and hold the Roth IRA account for a minimum of five years. If you're less than five years away ...

No, if you don't want to close your old account, you can do a partial switch instead. The main downside is that you aren't covered by the service guarantee, so you aren't automatically refunded for ...

Your tax refund isn't free money — it's your own cash returning to you. Learn how to leverage it for long-term financial ...

Fidelity enjoys a stellar reputation for reliability, low-cost investing, and robust customer service. It consistently ranks ...