Avoiding the variety of mistakes that can occur during a retirement account rollover requires careful consideration.

If you’re investing for retirement, where you put your money matters. Retirement accounts offer tax incentives to help you save money on your tax bill and grow your investment accounts.

Deferred interest is when your interest payments are placed on hold for a specific amount of time. But if you don't pay off ...

Transferring funds from a 401(k) or other tax-deferred account into an after-tax Roth account lets retirement savers plan for a future without RMDs, because Roth accounts are not subject to RMD rules.

If you follow the content I write for Kiplinger, you may have read one of my previous articles, I Love Roth IRAs and Roth Conversions! That title is still true, but it comes with a caveat: You ...

But for retirees who are subject to required minimum distributions from their tax-deferred accounts, those pesky RMDs can easily run in excess of 3.7%, especially later in their retirements.

Required Minimum Distributions (RMDs): Starting at age 73 (or 75 if born in 1960 or later), you’re required to withdraw a specific percentage annually from tax-deferred accounts. Failing to do ...