Most working Americans recognize that Social Security and 401(k) plans will play a critical role in providing financial ...

J.P. Morgan Self-Directed Investing allows unlimited trades with $0 commissions. Find out all the details in our full J.P.

A proposed new type of savings account would allow Americans to put away around $10,000 each year and enjoy tax benefits ...

For a Roth conversion, he wants to move investments at a low that has the best chance for big appreciation. For a regular withdrawal, like for an RMD, he wants to use a short-term bond or other asset ...

Gold’s new all-time high comes one week after a record $6.6 trillion was wiped out of the stock market. With the market squarely in correction territory, investors looking to deploy idle cash should ...

Let’s say your father has hit 75 and he’s still plugging away at his desk job. Having just $31,000 saved for retirement, it’s ...

With the stock market plunging after Trump’s tariffs, retirement accounts are taking a hit. Experts advise investors on how ...

Too often, advisors and clients focus only on preservation during difficult economic times. But for those with a ...

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation.

It's important to save for retirement, because if you don't, you might end up having to live a pretty bare-boned lifestyle.

The first issue with maxing out a 401 (k) is that it's not feasible for most people.

The personal finance Reddit community shares their tips for a 41-year-old who has a $40,000 traditional 401(k) account.