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Browsing Tag

Individual retirement accounts

31 posts
PPersonal finance
401(k) rollover to an IRA: Fees, risks and mistakes to avoid
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401(k) rollover to an IRA: Fees, risks and mistakes to avoid

  • August 24, 2026
Millions of people roll money from a workplace retirement plan to an individual retirement account each year —…
PPersonal finance
When Can You Start Collecting Social Security?
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When Can You Start Collecting Social Security?

  • August 12, 2026
You can start claiming Social Security retirement benefits as early as age 62, but your monthly check will…
PPersonal finance
Retirement income: Why a mix of investments, annuities may beat 4% rule
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Retirement income: Why a mix of investments, annuities may beat 4% rule

  • July 29, 2026
Today’s workers entering retirement face one big dilemma: What is the best way to turn their nest eggs…
PPersonal finance
A 61-year-old stashed Roblox shares in his IRA before the company went public — now it reportedly holds $68 million
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A 61-year-old stashed Roblox shares in his IRA before the company went public — now it reportedly holds $68 million

  • July 28, 2026
Jason York/Shutterstock For the average American, individual retirement accounts (IRAs) and 401(k)s are a way to secure their…
PPersonal finance
Social Security payroll tax cap rises to $184,500 in 2026
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Retirement savings: Americans say they need $1.2 million, survey finds

  • July 15, 2026
  To retire comfortably, Americans think they will need $1.2 million saved, according to a new survey from…
PPersonal finance
How Much Is the Average Social Security Check in 2026?
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How Much Is the Average Social Security Check in 2026?

  • July 11, 2026
The size of your Social Security check depends on your work history, lifetime earnings, retirement age and the…
PPersonal finance
Most IRA money comes from 401(k) rollovers, not contributions
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Most IRA money comes from 401(k) rollovers, not contributions

  • June 28, 2026
Kathrin Ziegler | Digitalvision | Getty Images Individual retirement account assets dwarf those of 401(k) plans. IRAs held…
PPersonal finance
Fidelity: Average 401(k) balances fall due to market volatility
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Fidelity: Average 401(k) balances fall due to market volatility

  • May 28, 2026
Financial pressures pushed more savers to tap their retirement accounts in the first part of 2026, new data…
PPersonal finance
Want to Move 529 Account Money to a Roth IRA? There’s a Hitch.
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Want to Move 529 Account Money to a Roth IRA? There’s a Hitch.

  • May 24, 2026
A law that went into effect in 2024 was supposed to help persuade more people to save for…
PPersonal finance
A new Trump executive order could reshape retirement savings — who qualifies and when changes begin
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A new Trump executive order could reshape retirement savings — who qualifies and when changes begin

  • May 6, 2026
For millions of Americans, saving for retirement isn’t just difficult, it’s out of reach. Roughly 56 million workers…
PPersonal finance
Are you a middling millionaire with $1-$3 million in retirement savings? Be on the lookout for the ‘tax torpedo’
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Are you a middling millionaire with $1-$3 million in retirement savings? Be on the lookout for the ‘tax torpedo’

  • April 18, 2026
The ideal game plan for retirement seems simple: accumulate as much money as possible and minimize taxes as…
PPersonal finance
The deadline for 2025 IRA contributions is April 15. Who qualifies
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The deadline for 2025 IRA contributions is April 15. Who qualifies

  • April 8, 2026
Whitetea | E+ | Getty Images As the April 15 tax deadline approaches, some investors will soon make…
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