If you’re looking to save for retirement, an IRA is a great place to start. Here are the best places to open an IRA account.

How did your 401(k) balance rank vs savers your age in the third quarter? Learn the keys to building a retirement balance ...

More and more clients are starting to feel like a million bucks. Literally. The number of 401(k) millionaires at Fidelity totaled 654,000 as of the third quarter, the highest level in records going ...

The Retirement Clearinghouse has consolidated more than 525,000 accounts and transferred more than $20 billion in assets ...

Fidelity 401(k) freeze shocks investors as thousands locked out of retirement accounts. Customers across the U.S. discovered they could not access their accounts online. The issue hits those who rely ...

A Roth conversion ladder is a little-known but somewhat clever strategy to minimize taxes in early retirement. The strategy ...

Access to a solo 401 (k) can be useful for some couples to do smart tax planning. Financial planner Robert Wang, based in Abington, Mass., has been helping a new client who is in the highest tax ...

A little-known IRS tax rule called a qualified charitable distribution can help retirees donate to charity and pay less tax.

Fidelity Investments has introduced a new policy restricting financial advisors’ ability to access or manage clients’ 401(k) accounts directly. The change affects thousands of independent advisors who ...

Before her retirement in 2021, Woulf joined the growing ranks of 401 (k) millionaires, Americans who attain a seven-figure ...

Here's how to decide what to do with your 401(k) after leaving your job, including leaving it where it is, rolling it into an ...

The public dispute between Fidelity Investments and technology firm Pontera Solutions Inc. has become a flashpoint for plan sponsors, caught between participants’ calls for choice and fiduciary ...