Important Note: This calculator provides estimates based on the information you provide and assumes constant tax rates and investment returns. Actual results may vary due to changes in tax laws ...

Required minimum distributions (RMDs) from pre-tax retirement accounts can have a number of unintended consequences. These ...

In order to calculate the percentage of your Roth conversion that's tax-free if you have some basis, you'd divide your total nondeductible contributions by the year-end value of all of your IRA ...

Once you have this number, you can calculate your reduced Roth IRA contribution limit for the year using the following formula: Find your MAGI using the steps above. Choose the appropriate next ...

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such as planning calculators and market insights from experts. [ Jump to more details ] Who's this for? When opening a Roth IRA at Fidelity Investments, you can choose whether to have Fidelity ...

If your child has earned income, they can contribute to a Roth IRA. Opening a Roth IRA for kids can significantly change ...

Roth IRA contributions are not tax deductible because ... you’ll want to know your marginal and effective tax rates. Learn how to calculate each. Claiming yourself or your spouse as a dependent ...

If you have a Roth IRA or are thinking of getting one, you may be looking at ways to incorporate the account into your long-term plan. Established in 1997, the Roth individual retirement account ...

The Backdoor Roth IRA is a valuable retirement savings tool for high-income earners looking to maximize tax-free retirement ...