According to a new survey from Allianz Life, 64% of Americans fear running out of money during retirement more than they do ...

Individual stocks and mutual funds are better suited for taxable accounts or Roth IRAs. For higher-growth stocks, like emerging markets, small cap and growth-oriented stocks, the Roth IRA is an ...

I'm a widow. My husband died suddenly in a car accident about five years ago, so we didn't have time to evaluate our wills. I'm 65. I had my children very young - my first son at 16, the second son at ...

My ex-husband is worth 10 times what I’m worth. Is it fair that we contribute equally to our son’s college educati ...

Regardless of how old you are, you can still reap the benefits of a Roth IRA, a retirement account that allows savers to grow ...

Sam Edwards / OJO Images / Getty Images Regardless of how old you are, you can still reap the benefits of a Roth IRA, a retirement account that allows savers to grow their money tax-free.

Converting a large sum like $865,000 to a Roth IRA is a strategic move for long-term tax benefits – including tax-free ...

Future tax rates are uncertain, which means the choice between a Roth or a traditional IRA is one that involves both science and art. Having a window into the future would help. “If that’s not ...

You don't necessarily owe the tax bill at the time of conversion, but I usually suggest paying it then. I’ll explain why below. If you need help strategically converting your IRA into a Roth ...

You don't necessarily owe the tax bill at the time of conversion, but I usually suggest paying it then. I’ll explain why below. If you need help strategically converting your IRA into a Roth account ...