Rolling your 401(k) into an annuity? Here’s what you need to know

For the average American, the bulk of their net worth isn’t sitting in cash — it’s tied up in a 401(k) or similar ...
SmartAsset on MSN

I'm Rolling Over $720k to a Roth IRA. What's the Best Way to Reduce Taxes?

Taxes are a valid concern if you want to roll over $720,000 from your retirement fund into a Roth IRA. While you won’t pay ...
Soy Aire on MSN

The New Roth Catch-Up Contribution Regulations: What You Need to Know

The IRS and the Department of the Treasury have unveiled final regulations under the SECURE 2.0 Act, focusing on Roth catch-up contributions for retirement plans. These changes, affecting high-income ...

The 4% rule is now the 4.7% rule, creator says — but here’s what you need to consider before splashing out

It seems the 4% rule is now the 4.7% rule. Three decades after financial planner William Bengen came up with a simple yet ...