Roth IRAs

If not addressed, the client may see a higher tax bill than was planned. That won't go over well at tax time next year.

Those in the workforce will not owe taxes on rollovers to traditional retirement accounts, but will face consequences using the strategy with a Roth.

The gender gap is alive and well when it comes to career timeouts and savings often take the hit.

One option is to sell funds with lower or no estimated distributions, especially if possible savings will exceed trading costs.

Required minimum distributions are just one example of unforeseen expenses for retirees, an expert writes.

With pensions gradually disappearing, more retirees will have to rely on 401(k)s.

Despite recent tax law changes, recharacterizations are still possible and can prove a valuable strategy to correct such missteps.

Waiting too long means clients will miss out on the opportunity to maximize the plan’s full tax benefits.

Major repairs are needed to ensure Social Security’s long-term stability, according to an expert.

Researchers blame the immaturity of the system and poor choices made by those planning to retire.