Dr. JeFreda R. Brown is a financial consultant, Certified Financial Education Instructor, and researcher who has assisted thousands of clients over a more than two-decade career. She is the CEO of ...

It's possible to make penalty-free withdrawals from a retirement account before turning 59. Here's how the strategy works.

The IRS prohibits using required minimum distributions (RMDs) from traditional retirement accounts to directly fund Roth IRAs, a rule that can upend some retirees’ tax strategies. Experts emphasize ...

I want to do three Roth conversions in the next three years before I turn 73 in 2027 so that my beneficiary doesn't have to deal with taxes. If I should die soon after the last conversion, will my ...

There’s a strategy that could help turn these new investment accounts into tax-free vehicles in retirement, some experts say.

Planners say the Roth conversion may outweigh the seed deposit.

In a recent article in “Retirement Watch,” published by Bob Carlson, he clarified when distributions from Roth accounts are ...

In this episode of Motley Fool Hidden Gems Investing, Motley Fool personal finance expert Robert Brokamp discusses the following topics: To catch full episodes of all The Motley Fool's free podcasts, ...

A Roth IRA is a retirement savings account that uses after-tax dollars for contributions, offering you tax-free growth and tax-free withdrawals in retirement. Before converting your retirement account ...

The Social Security time bomb ticks louder with the recent release of the latest trustees’ report. Americans are keeping their cars longer than ever, which is saving them money -- and changing the ...