If you have a Roth IRA, understanding the Roth IRA 5-year rule is critical to avoiding taxes and penalties when you eventually withdraw your money. Simply put, this IRS rule sets the timing for when ...

There’s a new rule in place that makes 529 plans an even more attractive way to save for your child’s education. As of last year, unused funds in a 529 plan can be transferred into a Roth IRA. As a ...