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

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

Whenever you take a Roth IRA distribution, your contributions always come out first, followed by your Roth IRA conversions, if any, in order from the oldest to the most recent. Earnings come out last.

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.

Beneficiaries of these tax-advantaged accounts will undoubtedly welcome the windfall, but will also need to manage these ...

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, ...

Many retirement savers with sizable tax-deferred accounts like a 401(k) are interested in converting those funds to Roth ...

A chair of a trial committee of the Writers Guild of America West has called out the union's handling of disciplinary ...

At intervals, you’ll refill your short-term bucket with dividends, interest and the gains from your long-term portfolios — a ...

'I want to be as fair as possible and avoid any potential resentment down the line' ...