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 ...

Choosing the wrong account for your retirement savings can really cost you. Find out why a Roth IRA might be your best option ...

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

Many workers choose an IRA rollover when changing jobs. Unfortunately, it's not uncommon for accounts to be neglected, or ...

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 ...

You've probably got one or two financial jobs on your to-do list that you were too busy to get to or perceived as boring ...

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 ...

Further, you must decide whether to convert all or just part of your IRA to a Roth. And then decide whether you should do it all in one year or spread it out over time. Note: If you’re still ...

The Roth IRA — a popular retirement account — is similar to a traditional IRA in that you can regularly contribute to the account and watch your investments grow so you have a nest egg to tap ...

How do I choose an IRA? Traditional vs. Roth IRA? How much should I contribute to my IRA? Can I lose money in an IRA? IRAs are tax-advantaged investment accounts. They offer a range of investments ...

In certain circumstances it can even be a bad idea. For instance, it’s never a good idea to recommend that your client convert to a Roth IRA unless you completely understand their current tax ...