Some heirs are considered "eligible designated beneficiaries," and the 10-year rule does not apply to them. These include ...

Choosing a Roth IRA can be tough -- especially when you're just starting out. Read Next: 8 Frugal Habits Americans Are ...

Shannon Liu Shair started 529s for each of her two kids when they were born and both accounts have grown to $100,000.

Converting now would enable you to spread a possible tax hit over more than one payment while reducing future taxes.

It's not an easy thing to build up a nice balance in a Roth IRA. Doing so takes time and, in many cases, a savvy investment ...

The Traditional IRA is the most widely used retirement account. Contributions are often tax-deductible, depending on income ...

Roth IRAs are tax-free. Traditional IRAs are tax-deferred. Understanding the ramifications of tax-free versus tax-deferred in ...

My good friend Bob from Munster had a question I thought merited visiting in the column. Bob’s question involved a topic we are dealing with more and more often in ...

A Roth conversion is a permanent decision. - /iStockphoto. Got a question about investing, how it fits into your overall ...

New tariffs could increase prices and shake the markets. Here’s what retirees need to know about Roth conversions, big ...