The IRS has announced the cost‑of‑living adjustments for pension plans and other retirement-related items for tax year 2026.

Suppose you have $1 million in a Roth IRA and will receive $2,250 each month from Social Security when you become eligible for benefits. Would this be enough to allow you to retire at age 62? The ...

When you leave a job, the retirement savings in your 401(k) or 403(b) don't have to stay behind. You generally have three options: leave the money in your old plan, cash it out or roll it over into a ...

When it comes to making retirement plans, a Roth IRA is one of the best options available. Any money net of taxes put into a Roth IRA grows tax-free. Also, account holders don’t pay any taxes or ...

If you plan to max out your contributions to your 401(k) or IRA next year, you will get to save a little more than you could ...

The limit on annual contributions to an IRA is increased to $7,500 from $7,000. The IRA catch‑up contribution limit for ...

But there's a major drawback to having a traditional retirement account. Once you turn 73, you'll be forced to take required minimum distributions, or RMDs (though for workers born in 1960 or later, ...

The IRS announced inflation-adjusted limits on benefits and contributions for various retirement accounts on Thursday, ...

Roth conversions, if done right, can lower your tax bill over your lifetime. But be careful. Roth conversions pose traps, and the unwary can easily get caught. Here are eight factors to consider in ...

Age 60 is close to retirement age, but not quite there yet. Find out how much you should have invested for retirement by this ...

Holding crypto in a Roth IRA has tax benefits, but it's not a widely available option. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you ...

The Internal Revenue Service increased the annual retirement plan contribution limits for 2026 thanks to cost-of-living ...