Non-deductible IRA contributions can cause major headaches. Learn how a reverse rollover can avoid the pro-rata rule, ...

However, keep this in mind: Unlike you, charities won’t have to pay tax on assets withdrawn from a traditional IRA. So if you ...

If you’re 60 years old with $1.2 million saved for retirement in a traditional IRA, you may be starting to think about ...

If I have a tax-deferred 401(k). Can I convert it to a Roth IRA without paying the deferred taxes when I roll it over? -Tommy ...

Dear Liz: I have $160,000 in a 403(b) retirement plan, and I’m 70. I know I have to start taking required minimum distributions at age 73. Should I transfer the funds to a Roth IRA or can I start ...

This is read by an automated voice. Please report any issues or inconsistencies here. Dear Liz: I have $160,000 in a 403(b) retirement plan and I’m 70. I know I have to start taking required minimum ...

Priority Gold's recognition by Expert Consumers centers on its methodical approach to Gold IRA rollovers. Because most employer-sponsored 401k plans do not allow direct ownership of physical metals, ...

Your future self will thank you for this.

Roth IRAs have more flexibility than a 401(k) account. Roth IRAs can be held for life and passed on to a beneficiary. High earners can open a Roth IRA using the backdoor method. Don't let these myths ...

1. Decide whether to make traditional or Roth IRA contributions. 2. Make IRA contributions on behalf of the nonearning spouse. 3. Use new IRA contributions to address portfolio problem spots. 4. Take ...

If you expect to pay for your child's education, you don't need to wait to open a Trump Account. You can start now with a 529 ...

There's an easy solution that won't land you in hot water with the IRS.