In reality, though, the best move for a lot of people is to take the tax hit and convert a lot of money quickly, says ...

The decisions you make during your retirement transition zone—typically between ages 60 and 70—will affect your quality of life for the rest of your life. When you think about it, these ...

starting early can make a big difference in the long run,” says Erik Weir, principal of WCM Global Wealth. That’s why it’s critical to prioritize retirement savings even in your early 20s ...

Here are five ways to make your money last ... they are a transfer-of-risk insurance product against running out of income in retirement. Typically, retirees should consider allocating a portion ...

Help a plan participant transfer a plan lifetime ... “This provision will make it easier for small businesses to offer retirement plans to their employees, and will result in the formation ...

manage the division of retirement accounts that are not IRAs. Make sure to update beneficiaries during the divorce. If you specified that your IRA division is to be treated as a transfer incident ...