If you’re nearing retirement and you have a sizeable IRA balance, you face some significant decisions surrounding required ...

Socking away money for retirement is something that’s top of mind for many people. Here's what to know about traditional and ...

Roth IRAs are individual retirement accounts that ... interviewing and research, as well as using graphic design and video and audio storytelling to share with her readers. How Advisers Can ...

A 401(k) to Roth IRA conversion may not be an option if you're still employed with the company you have your 401(k) through. 401(k) to Roth IRA conversions typically raise your tax bill unless you ...

A Roth IRA, or individual retirement account, is a tax-advantaged savings plan designed for retirement. Unlike ...

Roth IRA conversions let you turn tax-deferred savings into Roth, incurring taxes now for tax-free withdrawals later. No limit exists on the amount you can convert per year, but large sums might ...

If you have a Roth IRA or are thinking of getting one, you may be looking at ways to incorporate the account into your long-term plan. Established in 1997, the Roth individual retirement account ...

Fortunately, there’s no age restriction on converting a pre-tax retirement account to a Roth IRA. You can roll funds from a qualifying pre-tax account to a Roth IRA at any time. The more ...