This says that you must wait until the converted funds have been in your Roth IRA for at least five years before you can ...

A lot of people think saving money for retirement is the hard part. Some actual retirees might tell you that’s the easy part.

Few things feel more unsettling than getting fired before retirement. After years of saving and planning, losing your job close to the finish line can shake your financial confidence. But while the ...

With the current economic climate, holding extra savings in your bank account offers both comfort and potential opportunities ...

It’s a good problem to have: too much money saved for retirement and additional funds to leave to your heirs. Will you be one ...

HSAs and FSAs differ tremendously in terms of when you have to spend the money in your account and what you can do with it. Though these accounts have some similarities, they are very different beasts ...

If there was a magic number that guaranteed financial security in retirement, building a nest egg would perhaps be less stressful. But because each individual’s needs are unique, there’s no single ...

Got a question about investing, how it fits into your overall financial plan and what strategies can help you make the most out of your money? You can write to me at beth.pinsker@marketwatch.com.

Your income affects the amount you need saved, since you'll probably want to maintain a similar lifestyle when you retire as ...

Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax breaks, tax preparation software, and tax law ...

President Trump says US citizens will get a $2,000 'dividend' check from tariffs. Will Americans see the money? When? Who ...