How much tax you owe on an individual retirement account (IRA) withdrawal depends on your age, the type of IRA, and other ...

Taking money from your traditional IRA can trigger a 'tax torpedo' on your Social Security benefits. Learn how combined ...

Unlike with traditional IRAs, Roths do not provide tax savings, so anyone converting such funds to a Roth must pay federal ...

An IRA conversion can give you a leg-up in retirement with tax-free income. But proceed with caution.

Roth IRAs are popular for tax benefits in retirement. Consider Vanguard's 'BETR' approach, other factors to see if a Roth conversion's right for you.

Legacy planning also shifts the calculus. Roth IRAs don't have Required Minimum Distributions during your lifetime, and heirs generally receive distributions free of income tax, though they must empty ...

The decision of whether to save for retirement through a Roth IRA or through a traditional IRA is a complex matter that can have significant financial implications in both the short term and the long ...

Investing in a Roth IRA can be a smart way to save for retirement, but enjoying the tax benefits of a Roth generally takes some patience. That’s because you fund these accounts with after-tax ...