Excess IRA contributions occur for many reasons, like making a contribution without eligible compensation, accidentally exceeding the Roth IRA phase-out limits, and more.

Thinking about leaving your job? Make sure you understand the vesting schedule that applies to your retirement plan.

The U.S. government spends a lot of money. When that’s not enough, the government borrows the money it needs to operate.

As is often the case with IRAs, special rules exist for spouses when it comes to compensation.

Successor beneficiaries (the beneficiary of a beneficiary) do NOT get to use any of their own personal information or status to dictate the payout structure of an inherited IRA.

Over the centuries and around the world, people have coined colorful terms for currency and wealth. See what you know about the language of money by taking this brief quiz.

When you withdraw from a Roth IRA that contains dollars previously in a Roth 401(k), there are three pieces to consider.

Smart tax planning isn’t just about meeting deadlines — it’s about making your money last longer and work harder for you and the people you love.

The rules for required minimum distributions (RMDs) can be complicated and, under the law, the responsibility to get it right rests with the IRA owner.

Rising prices are a significant risk to retirement. That’s why it’s critical to save as much as you can and invest it to keep pace with or beat inflation over time.

While we are only one week into 2026, there are some important IRA and work plan transactions to be aware of.

Starting January 28, 2026, the TSP, a 401(k)-like retirement savings plan for federal civilian employees and uniformed services members, will also begin offering in-plan conversions.