My wife is currently working and has a traditional IRA with approximately $350,000 to $400,000. She is almost 65 but not ...

A Roth IRA, under the right conditions, is the best retirement vehicle you can have. Just ask Peter Thiel. According to ...

As you map out your retirement, it is important to take advantage of tax-free growth made possible by Roth conversions.

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation.

Sometimes, life goes one way when you planned on it to go another. In the case of retirement planning, let's say you've been ...

Roth IRA conversions let you turn tax-deferred savings into Roth, incurring taxes now for tax-free withdrawals later. No limit exists on the amount you can convert per year, but large sums might ...

I receive a great many inquiries about retirement accounts. One area of particular interest is Roth conversions. Fortunately, ...

While some 'golden rules' stay in style forever, the financial landscape is constantly evolving. Here are five common myths ...

With a Roth IRA, you contribute after-tax money to the account, so you don’t get to avoid tax on your contributions, as you ...

There are plenty of good reasons to love Roth IRAs for retirement savings. First, these accounts allow you to grow your money completely tax-free. This means that if you invest $100,000, and over time ...

If you’re like Mark, Susan or Tom, your retirement and legacy goals will shape the strategy for your wealth. There’s no ...

Stock market volatility is alive and kicking, but that doesn’t have to be a bad thing, even if you’re not a day trader. Instead of buying on the dip, investors facing hefty future tax ...