Your pre-tax IRA is subject to future income taxes, depending on your bracket. But it could offer planning opportunities, ...

At age 55 with $900,000 in a traditional individual retirement account (IRA), converting $100,000 per year to a Roth IRA ...

Most people's default way to save for retirement is a 401 (k) because it's offered through their employer and can be done ...

While you can avoid taxes with smart asset selection – like tax-exempt municipal bond funds or closed-end funds (CEFs) that ...

If you’re 35 and growing a bit anxious about the prospect of retirement, do not fret as many Millennials, some of whom are ...

In the case of many individuals investigating the FIRE (financial independence, retire early) lifestyle, there is always a ...

If your child has earned income, they can contribute to a Roth IRA. Opening a Roth IRA for kids can significantly change ...

When our kids started work as teenagers, we made a deal with them. If they contributed 25% of their income to Roth IRAs, we'd ...

Planning for retirement is one of the most important financial decisions you’ll make in your lifetime. Among the many options ...

By leveraging tax-advantaged accounts and products, you can build a retirement plan that maximizes growth, minimizes taxes ...

With January's numbers updated, the updated forecast has already improved considerably to -13.2% and -.2%, respectively.

CNBC reported last year that Roth conversions were up 46% year-over-year. Google Trends data shows interest in Roth ...