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

Roth IRAs are not subject to rules on required minimum distributions (RMDs), and qualifying withdrawals from Roth accounts in ...

Figuring out the details of investment accounts is challenging. If you've ever found yourself wondering what is a Roth IRA ...

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

Consult a financial advisor to determine whether a Roth conversion strategy makes sense for you. Anyone who saves for retirement using a traditional IRA, 401(k) or similar pre-tax account must ...

Therefore, a Roth IRA provides a "much longer runway for tax-free investing," said certified financial planner Thomas Scanlon at Raymond James in Manchester, Connecticut.

and a Roth IRA can be difficult. Choosing when or if you should convert your IRA funds to a Roth account can be even more daunting. Experts commonly recommend that investors compare their current ...

Contributions to a Roth IRA can be withdrawn penalty ... If you decide you would like to convert part (or all) of your IRA savings into a 529 college savings plan, be sure to read the fine print ...

Converted Roth IRA funds are tax- and penalty-free after five years from Jan. 1 of the year of the conversion. Roth IRA earnings are tax-free after age 59 1/2 and a five-year holding period.

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 ...

I am a 68-year-old woman married to a 75-year-old man.

Gold IRA companies allow investors ... American Hartford Gold supports rollovers from several accounts, including traditional IRAs, Roth IRAs, thrift savings plans, 401(k)s, 403(b)s, and 457 ...