For that reason, it’s a mistake to use that index’s performance as the basis for your expectations for your Roth IRA. If you’re wondering what the average return should be on your Roth IRA ...

Let’s go back to the tax-bracket model that we used above. Since you’re still working and earning $80,000, you might choose ...

Picture this: you’re 65 years old, still working and have around $400,000 saved in a traditional IRA. You’re healthy, active ...

I'm 49 years old and have nothing saved for retirement — what should ... to a Roth IRA now and take the tax hit while you’re still earning an income? Here's what that might look like.

If you’re wondering what the average return should be on your Roth IRA, here are some ways to approach that question.

Suppose you’re 24 and earning a steady salary for the first time in your life. Your goal is clear: save $10,000 per year and ...

I'm 65 with $400K in a traditional IRA. I plan to work into my 70s but I'm worried about taxes — should I ... to convert to a Roth IRA now and take the tax hit while you’re still earning an income?

For most of us, our instinct when we get each paycheck is to pay all our bills and then apportion whatever's left over to our ...

That's a great question, and definitely something worth thinking about. Whether a Roth conversion makes sense really depends on the specifics of your situation. Let's walk through how to evaluate ...