Can a nursing home seize your savings? What if your money is in a trust or a Roth IRA? For married and single retirees alike, ...

High-interest debt can feel like a dead weight. While it may be tempting to pull money out of a Roth IRA to pay off debt, is ...

I wrote how now could be a good time, due to the recent stock market downturn, to convert a traditional IRA into a Roth IRA.

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

No one wants to pay more tax than they owe. Building a tax-efficient retirement paycheck means weighing options, running ...

I’m interested in converting a traditional IRA into a Roth IRA and want to know if taxes are due at time of the rollover.

I want to do three Roth conversions in the next three years before I turn 73 in 2027 so that my beneficiary doesn't have to ...

These exclusive retirement strategies used by the top 1% can help the average retiree maximize wealth, minimize taxes, and ...

Retirement accounts such as Roth and traditional IRAs and 401(k)s are a great way to save, but mind the tax rules on ...

With a Roth IRA, contributions have already been taxed and are not taxed when withdrawals are made. With a traditional IRA, contributions are not taxed until you make withdrawals. Anyone can ...

Non-Roth IRA owners who are 73 years old or older are required to make taxable withdrawals from these accounts. Given that these are almost always taxable distributions, investors will want to ...

Employers are now able to make matching contributions into Roth accounts, but they haven’t really started ... Workers only need to keep track in order to do tax planning for retirement. Employers aren ...