Picture a 68-year-old who retired last year with roughly $1 million in a traditional, pre-tax 401(k). He listens to Dave ...

Should you make pre-tax or Roth contributions to your retirement plan? With all the news around the election and possible tax changes, we've been getting a lot of questions recently about this ...

A 66-year-old retired mechanical engineer sits on $1.6 million in total assets, with $1.1 million still parked in a former employer’s 401(k) he never rolled over. He has not touched it because nothing ...

The choice between Roth and pre-tax retirement savings can be difficult for investors. The decision depends on your current versus expected future tax rate. That's impossible to know. But there are ...

One of the most common retirement questions people face is also one of the most confusing. As you build your retirement savings, should you contribute to a pre-tax account like a 401(k) or IRA, or put ...

It's really hard to save enough money for retirement -- but did you know the government will help you? That's right -- you can make pre-tax contributions to certain retirement savings accounts, such ...

Choosing between pre-tax and Roth 401(k) contributions may be trickier than you expect, according to financial experts. Pre-tax 401(k) deposits reduce your adjusted gross income, and the money grows ...

Everyone loves payday, but seeing your gross income, which is what you earned, lined up next to your net income, which is what you got to keep, can make the whole thing feel a little bittersweet. Good ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...