There has been a lot of talk lately about the mega backdoor Roth IRA. For a long time, it was an unspoken secret used by ...

Here's how to decide what to do with your 401(k) after leaving your job, including leaving it where it is, rolling it into an ...

Roth and traditional individual retirement accounts (IRAs) are both tax-advantaged retirement savings accounts that allow you to grow your investment portfolio. You can contribute to either at any age ...

Brooklyn Sprunger is a full-time Content Manager and Personal Finance Writer at Motley Fool Money, where she oversees product reviews and ratings while also writing about credit cards, bank accounts, ...

Brooklyn Sprunger is a full-time Content Manager and Personal Finance Writer at Motley Fool Money, where she oversees product reviews and ratings while also writing about credit cards, bank accounts, ...

When it comes to our retirement nest egg, we can't help but wonder where we stand compared to our cohorts. Vanguard's How America Saves report reveals that, in 2024, 401(k) savings rates were at ...

Charles Schwab’s total client assets hit $11.8 trillion as of the end of November, up 15% from the same period last year. Charles Schwab brought in $40.4 billion in core net new assets last month, a ...

Schwab CEO Rick Wurster said matching federal Trump Account contributions reflects a push to get more Americans invested ...

I’m 72 years old and have my IRA in stock. I start required minimum distributions next year so I want to convert to a Roth IRA. How much should I convert? Should I do it all at once or should I do it ...

A careful analysis year to year is usually better than converting the whole thing just to avoid required minimum distributions (RMD) but there are several variables to consider. When you execute a ...

Trina Paul is a Breaking News and Personal Finance Writer at Investopedia, covering topics like retirement, consumer debt, and retail investing. She focuses on making complex financial topics ...

If you started 2025 with a plan for how much you thought you’d convert to a Roth IRA by the end of the year, the chances are you’re going to end up with a different amount than you had in mind. For ...