Broker Fee Fiasco

Kimberly Lankford tackles broker inactivity fees and saves one reader $430.

Trim Taxes by Boosting
Retirement Savings

Max out your contributions while you can; limits won’t increase in 2010.

401(k) Rollovers

If you have money hanging out in an account with a former employer, move it into your new 401(k), IRA or Roth IRA.

Employers Seek Benefits
In Cash Balance Pensions

Much maligned a few years ago, cash balance plans now have a chance to be a useful cost-cutting tool for pension plan sponsors.

How Do I Tap My IRA?

If you're 59½ or older, follow these steps to access your money.

8 Fundamental Money Lessons

Learn how to better manage your money with these simple and practical lessons.

Rate Your 401(k) Plan

See if your company's plan stacks up.

Your Retirement: Create a Plan B

Working longer and contributing more are the keys to reviving your savings.

Finding a Financial Planner Who's Right for You

One of the new paradigms is that you, the investor, should be in charge. But that doesn't mean you want a yes man.

4 Questions to Ask When Evaluating a Financial Planner

Don't leave an introductory meeting with a financial planner without learning these four things.

The New Roth Rollover Rules Explained

Kimberly Lankford answers readers' questions about the new rules that take effect in 2010.

Switching to a Roth Makes Sense Now

Pay Uncle Sam upfront and get tax-free income in retirement.

Preserve Your Income

Stay Faithful to Stocks

Savings Rate: How Much Higher?

An increase in the U.S. savings rate is good news over the long term. But if the steep incline continues, it could jeopardize economic recovery.

How Military Members Can Benefit From a Roth

The tax benefits of this IRA are hard to beat if you have tax-exempt deployment pay.

Congress to 401(k) Plans: Disclose Fees

Capitol Hill wants plan providers to tell workers exactly what they're paying in costs.

7 Ways Your Money Will Never Be the Same

Brace yourself for more-volatile markets, tighter credit and a revamped retirement system.

Best Ways to Raid Your Retirement Accounts

When you have to tap your nest egg early, the key is to minimize the tax bite.

Roth IRA Rules for Married Couples

If you recently tied the knot, your combined income may make this tax-advantaged retirement account off-limits for you.

Building Your Own Retirement Plan

Mimic the tax advantages of a 401(k).

Target-Date Funds Get a Makeover

Critics say they're too risky and want them to cut back on stocks.

Streamline Retirement

Recoup Your Lost Savings

Use our new calculator to find out how long it will take to regain what you had before the markets tanked.

Roth IRA contribution

Kiplinger editorial director Kevin McCormally and fellow tax experts Peter Blank and Mary Beth Franklin tackle your most pressing tax challenges.

IRA Conversion

Kiplinger editorial director Kevin McCormally and fellow tax experts Peter Blank and Mary Beth Franklin tackle your most pressing tax challenges.

Mandatory Withholding from 401-K Withdrawals

Kiplinger editorial director Kevin McCormally and fellow tax experts Peter Blank and Mary Beth Franklin tackle your most pressing tax challenges.

401k Early Distribution Penalty

Kiplinger editorial director Kevin McCormally and fellow tax experts Peter Blank and Mary Beth Franklin tackle your most pressing tax challenges.

401 K Withdrawals

Kiplinger editorial director Kevin McCormally and fellow tax experts Peter Blank and Mary Beth Franklin tackle your most pressing tax challenges.

5 Last-Minute Ways to Boost Your Retirement Savings

You still have time to contribute to an IRA for 2008.

Cashing In An Inherited IRA

Kiplinger editorial director Kevin McCormally and fellow tax experts Peter Blank and Mary Beth Franklin tackle your most pressing tax challenges.

Interest Earned on Traditional IRA

Kiplinger editorial director Kevin McCormally and fellow tax experts Peter Blank and Mary Beth Franklin tackle your most pressing tax challenges.

Why You Need a Roth IRA

With this indispensable savings tool, your money grows tax-free, you can invest in almost anything and you get several cool perks.

401 K and IRA Contributions

Kiplinger editorial director Kevin McCormally and fellow tax experts Peter Blank and Mary Beth Franklin tackle your most pressing tax challenges.

Required Minimum Distribution

Kiplinger editorial director Kevin McCormally and fellow tax experts Peter Blank and Mary Beth Franklin tackle your most pressing tax challenges.

Poof Goes Your 401(k) Match

This month Kim highlights what to do when your employer freezes your 401(k) match, reviews the best fund newsletters and explains the concept of stable-value funds.

Target Funds Get Hit, Too

The market collapse has coincided with an uptick of workers who are relying on these single-fund solutions.

The Future of Your 401(k)

Overhaul is almosts certain. A consensus is building for some sort of nest-egg guarantee.

Your Retirement Lifestyle

How much you've saved will determine how well you'll live. Take a look.

Contributing to a 401k in your 70s

Kiplinger editorial director Kevin McCormally and fellow tax experts Peter Blank and Mary Beth Franklin tackle your most pressing tax challenges.