Some older investors need to start planning now for a financial move that needs to be completed before the end of this year.

Is it wise to start converting my 401(k) into an IRA (and then Roth) by 10% per year in order to avoid having to claim too ...

Provisional income between $25,000 - $34,000 for single filers, $32,000 - $44,000 for joint filers, up to 50% of Social ...

I am 70 and I have $1.4 million in traditional IRAs. Is it best to do $160,000 in Roth conversions for the next 1-3 years to reduce my high RMDs in about 5-10 years? That would put me in the 24% tax ...

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

The money you sock away in a traditional IRA is tax-deferred from a gains perspective. This means you won't pay the IRS taxes on gains year after year, but rather at the time of your withdrawals. Roth ...

Unfortunately, you can't time the market on required minimum distributions (RMDs). RMDs are calculated based on two factors: ...

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On the other hand, if you pass on a Roth IRA, you've already paid taxes on ... They have the opportunity to calculate an annual required minimum distribution (RMD). Once they turn 21 years old ...

I'm Dalvin Brown for the Wall Street Journal. More young Americans are opening Roth IRAs, some before they've even tossed their graduation caps. For twenty-somethings, retirement savings have ...

We recently published a list of 10 Best Roth IRA Stocks to Buy According to Analysts. In this article, we are going to take a look at where UnitedHealth Group Incorporated (NYSE:UNH) stands ...