Combining a 401(k) from work with an IRA can help you grow savings faster and give you more options for retirement planning.

In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers four questions on 529 plans and transferring funds to a Roth IRA. Profit and prosper with the best of expert ...

Plus: Disappearing employer 401(k) matches, retirement plan contributions, capital gains and housing, a possible government ...

Both a Roth IRA and a 529 Plan are valid ways to save for a college education. Each has unique benefits and limitations. Starting in 2024, unused funds in a 529 account may be converted into a Roth ...

Cash balance plans have emerged as a solution to many challenges plans face — and they have grown explosively, according to an industry expert in a recent panel discussion. So how about a refresher on ...

If you’ve ever stared at a tax form and wondered why the same year produces two different “income” numbers, you’re in good company. Taxes can feel like assembling a puzzle with a few extra pieces ...

Roth IRAs (Individual Retirement Accounts) are gaining traction as a key part of your estate planning due to their tax-free growth on both contributions and investment earnings. Unlike 401(k) plans, ...

Rachel Hanley is a contributing writer for Investopedia with over six years of experience developing content for financial professionals, institutions, and marketing agencies. Cavan Images / Getty ...

Cash balance plans have emerged as a solution to many challenges plans face — and they have grown explosively, according to ...

A traditional 401 (k) used to be the standard for retirement savings, but the Roth 401 (k) has surged in popularity in recent ...

Both accounts provide benefits, but your future financial situation plays a big role in determining which makes sense for you.

For many of us, retirement may seem far away. However, if you ask people who have already retired, many of them will tell you just how fast it can creep up on you. That's why it's important to begin ...