Deciding how to handle 401(k), IRA and Roth accounts is part of retirement planning. (designer491/Getty Images/iStockphoto) Dear Liz: When I retired, I had a small 401(k) with about $12,000 in it. Instead of rolling that money into an IRA, I took a distribution and paid taxes on it. I had no immediate need for the remaining funds, so eventually I opened a new IRA account and deposited the money. I now realize I should have put it in a Roth IRA so I wouldn’t face double taxation on the money. This is the s ...

Are you required to take money out of your IRA or 401(k) account this year? Use the https://t.co/HcJIp4BiPo Required Minimum Distribution (RMD) calculator to know how much you need to withdraw.https://t.co/kZ2udkGeE9 ...

Key Points The more you get out of Social Security, the more financially stable your retirement might be. Work on boosting your income and delay your claim for larger monthly checks. Undo an early filing to set yourself up with more money for life. The $23,760 Social Security bonus most retirees completely overlook › Ideally, you'll be coming into retirement with some money you've saved on your own. But here's the scary thing. Even if you manage your retirement savings wisely and are careful wi ...

You can continue to fund an IRA after retirement, but you must have earned the income for it to be considered compensation for the purposes of contributing to an IRA. https://t.co/EfIkr4IhgP ...

Key Points The 4% rule is a popular retirement savings withdrawal strategy. It has you taking out 4% of your portfolio your first year of retirement and adjusting future withdrawals for inflation. While this approach might work for some people, it's important to figure out if it's suitable for you or not. The $23,760 Social Security bonus most retirees completely overlook › One of the most important things you can do to set yourself up for a happy retirement is save well for it. The more income y ...

How much would you have by age 67 if you contributed $7,500 to your IRA every year starting at age 27? And is it enough to retire or should you save more? https://t.co/RXhoEEUs2C ...

Proper planning can help you avoid costly errors and big tax hits when transferring a 401(k) to an IRA https://t.co/SouLCACxVz ...

Here's a staggering number. About 4.2% million people in the US will turn 65 this year. That's millions of people leaving the workforce and facing the task of living off their savings in retirement amid an escalating cost of living.Now, you might be thinking of your own personal finances and wondering, am I putting away enough money so I can maintain my standard of living when I retire. And how do I do that. Well, you've come to the right place.Gene Chhatsky. She's a personal finance expert, author and foun ...

Retirement Contribution Limits - The article discusses the increase in IRA, 401(k), and other retirement contribution limits in 2026 [1]

If you’re married filing separately, living together or apart affects whether (or how much) you can put in an IRA and what the deductible is. https://t.co/spOW7R9sCG ...