CNBC's Mary Thompson and Sharon Epperson talk about changes to rules for retirement brokers and what it means for investors.
Feel like your finances are in a mess? CNBC’s Sharon Epperson gives you the tools to do a quick clean-up and get them in order in three easy steps.
When it comes to Roth IRA conversions, savers need to consider the most important — and often overlooked — factor: state income taxes.
If a drop in income put you in a lower tax bracket this year, consider converting money from a traditional IRA to a Roth IRA.
It's all about the time value of money, explains Matt Sommer, Janus director of retirement strategy, in discussing the value of compounding your savings.
Most financial advisors say the decision whether or not to convert a traditional IRA to a Roth IRA makes most sense for those who with be in a higher tax bracket in retirement. But for some who may be in the same tax bracket or even a lower one, a Roth conversion could be a good move
This may be the perfect time to convert your traditional IRA to a Roth IRA. CNBC's Sharon Epperson, explains.
The retirement savings system is broken; it's time to decouple 401(k) plans from employers and free Americans to invest as they see fit.
Millennials are keenly focused on trying to take control of their own financial destiny.
Mad Money's Jim Cramer breaks down the differences between traditional retirement methods and a Roth 401(k) or IRA.
Mad Money host Jim Cramer helps young investors take charge of their retirement funds and explains how to start your Roth IRA.
Which is better: A Roth or a traditional IRA? Financial advisor Jerry Lynch weighs in.
After accumulating money in IRAs and 401(k)s, many retirees don't know how to transition from saving to spending. Here's a must-read guide.
When we look at our retirement accounts, we often overlook the taxes we'll have to pay on our 401(k) and IRA withdrawals.
If you're a Baby Boomer, the biggest challenge in looking for work may come with reimagining your career. You don't have to completely reinvent yourself, but you may have to adapt to a new environment.
There are now more than 25 million single women over the age of 45 in the US and approaching retirement. This author offers advice on the opportunities and challenges of single women as they approach the so-called "golden years."
To help mitigate the risk that inflation can introduce to a portfolio, you need to be on the defensive. Even modest inflation can erode your retirement savings. Here's how.
Financial reform proposals for Social Security are in two major deficit reduction packages, as well as on a number of mental lists of major players.
Technically, it shouldn't be, but some say it makes a lot of sense to include it.
Among the fires that President Obama must fight immediately in his second term, Social Security reform isn’t in the mix. But if the president studies past administrations — and aims to enhance his legacy, as presidents do — Social Security may well rise to the top.