When his wife, Kathy, inherited a $246,000 traditional individual retirement account from her mother last year, Brian Creighton said they felt blessed and wanted to be good stewards of the money. The ...

The IRS is boosting retirement plan contribution limits in 2026, allowing Americans to put more money in their tax-preferred 401(k) and individual retirement accounts. The tax agency, which announced ...

Microsoft Edge is pretty good at reading PDFs. If you are interested in basic reading, then Edge will suffice. That being said, Windows is all about the freedom of deciding what you want to use, so if ...

If you're considering a 2025 Roth IRA conversion, now's the time to act. There are certain retirement moves, like claiming your 401(k) match, that you can do at any point during the year. There are ...

Picking investments for a Roth IRA requires looking at several factors. Here’s why certain types of REITs and mutual funds may help a Roth account. Many, or all, of the products featured on this page ...

The rules and potential penalties for a traditional IRA withdrawal depend on your age and purpose for taking money out of the account. Many, or all, of the products featured on this page are from our ...

An audit of Susan’s IRA activity revealed that she paid income tax on $50,000 that qualified to be tax-free. Susan mistakenly believed that her IRA custodian would inform her how much of her ...

Elysse Bell is a finance and business writer for Investopedia. She writes about small business, personal finance, technology, and more. Suzanne is a content marketer, writer, and fact-checker. She ...

IRA balances dropped slightly during the first quarter of the year. Funding an IRA can be trickier than a 401(k) for a few reasons. There are steps you can take to boost your IRA balance if you aren't ...

Want to correct errors or update content in a PDF? Whether you prefer a powerful, corporate-friendly solution or a basic app you can use at no cost, we're here to help you find the best PDF software ...

Dorothy Neufeld is currently a financial writer for Visual Capitalist. She has 5+ years of writing experience. Suzanne is a content marketer, writer, and fact-checker. She holds a Bachelor of Science ...