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Roth Accounts

A Roth account is a type of retirement-savings account that provides tax-free income in retirement. With a Roth IRA or Roth 401(k) your contributions are not tax-deductible, but you can usually withdraw your earnings tax-free after age 59 1/2 (and with a Roth IRA, you can withdraw your contributions without taxes or penalties at any time).

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Plan for Your Future: Tips for Young Professionals

If you have trouble focusing on the savings moves you need to make, these strategies can help you take charge of your financial future.

More on tips for young professionals

The Latest

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Required Minimum Distribution - How to Plan Smart

Work with a CFP® professional to develop a financial roadmap that helps you plan for required minimum distributions from retirement accounts.

A retiree looks at his investments.

5 Low-Risk Investment Tips Retirees Should Consider for Later-in-Life Income

A CFP® professional can you help you prepare for retirement and protect your financial plan through economic volatility.

A financial planner working with a couple.

When Is the Right Time to Find a Financial Planner?

Working with a CFP® professional can help you gain the confidence to feel more financially secure as you navigate significant life changes.

Tax Planning

Last-Minute Tax Planning Tips

COVID-19 continues to change all aspects of the world, including taxes. Here are a few helpful tax planning tips for you to consider as you prepare to file.

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All You Need to Know About 401ks Limits Withdrawals and Rollovers in 2020

Having a defined retirement goal helps shape your overall plan—and offers some wellness benefits.

older woman reading financial documents

How and Why to Check on Your 401(k)

Just like your car, your retirement plan needs regular maintenance to make sure it will get you where you’re going.

Tax Planning

8 Ways To Reduce the Tax Bite During Retirement

It’s important to have a plan in place before you retire. But if you’re close to retirement, you can still take advantage of the benefits of tax planning.

Find a CFP® Professional

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These terms and conditions govern your use of the Find a CFP® Professional Search feature on Certified Financial Planner Board of Standards, Inc.’s (“CFP Board”) Let’s Make a Plan website (www.LetsMakeAPlan.org).

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