Now that Donald Trump is back in office, it looks like tax rates won’t go up. Does this make Roth conversions from an IRA ...

Please put “Fix My Portfolio” in the subject line. Dear Fix My Portfolio,  I have a Roth IRA account and an ordinary taxable ...

Curious if a Roth conversion might boost your Social Security benefits? Here’s the reality: while converting to a Roth IRA ...

Therefore, a Roth IRA provides a "much longer runway for tax-free investing," said certified financial planner Thomas Scanlon ...

Avoiding the variety of mistakes that can occur during a retirement account rollover requires careful consideration.

Trump's 2017 tax bill is up for renewal this year. Here's what it means for your taxes and how to take advantage of low taxes ...

Generally speaking, the lower your income in a given year, the more favorable it is for you to convert to a Roth IRA. So, for example, if you have already retired, but have not started collecting ...

Contributions to a Roth IRA can be withdrawn penalty-free to open a 529 plan. 529 plans allow contributions to grow tax-free and provide tax-free distributions for qualified education expenses.

As a long-term savings vehicle, health savings accounts are hard to beat because they offer a trifecta of tax benefits: ...

Converted Roth IRA funds are tax- and penalty-free after five years from Jan. 1 of the year of the conversion. Roth IRA earnings are tax-free after age 59 1/2 and a five-year holding period.

I own six houses, and three of my homes are paid off. If I quit, how much can I withdraw from my 401 (k) accounts? I plan to ...

Gold IRA companies allow investors to diversify their ... including traditional IRAs, Roth IRAs, thrift savings plans, 401(k)s, 403(b)s, and 457 plans. $5,000 $230 application fee and $200 annual ...