The financial services company reports a generational trend favoring unexpectedly fast Roth account adoption. Sources: ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Khadija Khartit is a strategy, investment, ...

If you have a 401(k) at work, there’s a chance you’re sitting on a tax-free retirement loophole worth tens of thousands of ...

A 60-year-old caller named Sue wrote into the Retirement Answer Man podcast with a question that might sound mundane but ...

Employers often force employees to choose between investing in two employer-sponsored retirement accounts: the traditional 401(k) and the Roth 401(k). Sound familiar? If so, you've probably debated ...

A 55-year-old caller called into Suze Orman’s Women & Money podcast episode “Caution, Caution, Caution!” published June 11, ...

As Americans approach retirement planning, one message is championed by a leading financial author and motivational speaker. Tony Robbins has long been a vocal advocate for financial empowerment — and ...

Traditional 401(k)s and Roth 401(k)s differ in how they're taxed -- something investors should consider. Traditional 401(k)s give an upfront tax break, while Roth 401(k)s allow for tax-free ...

After delaying a rule requiring high-income 401(k) savers aged 50 or older to make catch-up contributions in Roth accounts, the IRS has signaled that it will take effect starting next year. Industry ...

High earners have to pay tax on their catch-up 401(k) contributions and deposit them into workplace Roth accounts Though annoying, there are benefits to having some money in a Roth account. Dear Dan, ...

Trina Paul is a Breaking News and Personal Finance Writer at Investopedia, covering topics like retirement, consumer debt, and retail investing. She focuses on making complex financial topics ...