I found your column “Do Roth IRA conversions still make sense with the passage of the GOP tax law?” very helpful and I better ...

Also: Small-cap stocks, a bond-market warning, and two metals that might join the amazing rally for gold and silver.

If you need retirement funds for living expenses now, paying taxes on a Roth conversion may cost more than it saves. But, if ...

Diving into the J-Curve tax strategy to learn more and see if it's an accessible way to slash your IRA conversions ...

Rolling over an IRA means transferring funds from one retirement account to another without tax penalties, helping maintain ...

Financial expert Suze Orman is urging Americans not to wait when it comes to opening a Roth IRA. Even if you only have a ...

If you’re looking for a tax-savvy way to deal with you required minimum distributions (RMDs), converting them into a Roth IRA ...

High earners can expand tax-advantaged retirement options—follow legal steps, file required forms, and avoid common IRS ...

Certificates of deposit (CDs) and Roth IRAs play different roles in retirement planning. CDs provide fixed interest and are federally insured, which can make them attractive if your priority is safety ...

If you’re 65 years old and collecting Social Security, you may wonder if it’s too late to convert your $750,000 traditional ...

Taxes are a valid concern if you want to roll over $720,000 from your retirement fund into a Roth IRA. While you won’t pay ...

From a legal and regulatory standpoint, it is never too late for a Roth conversion. Under the rules, you can transfer retirement funds from a tax-deferred account such as a 401(k) to a Roth IRA at 69 ...