ROTH IRA's are growing in popularity among younger generations who are using this retirement tool in addition to a ...

Strategic Roth IRA conversions can set you up for tax-free income in retirement and a tax-free inheritance for the people you ...

Retiring at 66 with $900,000 in a Roth IRA and $2,200 in Social Security benefits likely is a reasonable plan for many ...

A major factor contributing to whether the mega backdoor Roth makes sense for you is if you have the ability to save that ...

Facing a future tax hit on your retirement savings? A Roth conversion may be a way to lower the taxes you owe.

Retirement typically means shifting your focus from diligently saving your money over the course of years and decades to ...

Transferring funds from a pre-tax retirement account such as an IRA to an after-tax Roth IRA is a move many retirement savers ...

However, one type of account you can't hold jointly is a Roth individual retirement account (IRA). These accounts are meant to benefit and be held in one person's name. As an alternative ...

You can roll it over into an individual Roth IRA. You can take a lump-sum cash distribution. If you leave your job, you may be able tol maintain your Roth 401(k) account with your old employer. Under ...

In the run-up to tax day, more savers are making last-minute contributions to max out their individual retirement accounts. Savers such as Maria Kyriakopoulos are opening Roth IRAs in addition to ...

The only option open to taxpayers at all income levels is a traditional nondeductible IRA, but this subjects investors to two ...

One of the biggest mistakes to avoid is withdrawing money early. If you take money out of your IRA before the age of 59 ½ — ...