The bulk of your retirement money has already been earned, but that doesn't mean you can't make the most of what you have.

Once your portfolio crosses the $200,000 mark, taxes start playing a much bigger role in determining your long-term returns.

I really appreciate your column and the advice you provide. I have been considering "retiring" early to have more time with my husband during our younger years. We were both married for more than 20 ...

If we roll over $7,000 per yr from a traditional IRA to a Roth IRA for the next four years (which is when we will receive full Social Security), could it bump up the amount that we receive in Social ...

Looking to start saving and investing? What account or order of accounts should you use first? Your 401k? IRA? HSA? I'm a big ...

Michael Weleski has been working since he was 12. Now 21, he used the money he has earned to make a variety of investments ...

Roth IRA contributions can be withdrawn anytime without taxes or penalties. Converted Roth IRA funds are tax- and penalty-free after five years from Jan. 1 of the year of the conversion.

Spousal individual retirement accounts allow a working spouse to contribute to a nonworking or low-earning spouse’s retirement savings. They can be set up as a traditional IRA or Roth IRA, which allow ...