Here are IRA contribution limits, income limits and rollover rules for Roth, traditional, SIMPLE and SEP IRAs at a glance.

Self-employed workers and small-business owners who want an easy and inexpensive retirement plan should consider a Simplified Employee Pension IRA, or SEP IRA for short. SEP IRA plans are easier to ...

A SEP IRA is a tax-advantaged retirement account that’s an especially attractive option for workers who don’t have access to an employer-sponsored plan. The annual contribution limits for an SEP IRA ...

Form 5498 documents individual retirement account (IRA) contributions, rollovers and distributions. You don’t need to fill it out or send it to the IRS — just keep it for your records. Many, or all, ...

Anyone, and I mean anyone, can become an IRA millionaire if given enough time. According to Fidelity, the number of IRA millionaires on its platform has grown 40% over the past year. That figure doesn ...

How Does a SEP-IRA Work? A listener named Wasittha asked me the following question: “I’ve been trying to max out my IRA and 401(k). However, I’ll be unemployed next year for a while–hopefully not for ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Marguerita is a Certified Financial Planner ...