Saving for your retirement in your 40s and 50s may mean playing catch-up. Here's how to save more and pay less in taxes now ...

There are plenty of ways to analyze your retirement strategy. Sometimes, when we have lots of concrete information, we can start by running the numbers. If X, then Y, and the next steps are to decide ...

Navigate the intricacies of Traditional IRA rollovers, understand tax implications, avoid penalties, and optimize your ...

Below, we discuss nine important factors to keep in mind when deciding to do a Roth conversion. When you convert a traditional IRA to a Roth IRA, you will have to pay income tax on the conversion ...

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

You can convert it into a Roth IRA and pay taxes on it, and then take tax-free withdrawals going forward. It ultimately comes down to deciding which will result in fewer taxes over time.

The current market volatility serves as a timely reminder that your investment returns from a retirement vehicle, such as a Roth individual retirement account, will vary from year to year.

If you have a 401(k) or 403(b), personal finance expert Suze Orman says it might be time to consider a rollover — especially into an IRA or Roth IRA ... taxes on the conversion now could ...

The personal finance Reddit community encourages an 18-year-old to open a Roth IRA and start saving for retirement.