Retired? Here's How to Lower Your Taxes and Keep More of Your Money
While retirement is a joyous time to relax and celebrate years of hard work, it doesn’t come without financial considerations ...
10 IRA mistakes to avoid
The only option open to taxpayers at all income levels is a traditional nondeductible IRA, but this subjects investors to two ...
5 ways to know if a mega backdoor Roth makes sense for you
A major factor contributing to whether the mega backdoor Roth makes sense for you is if you have the ability to save that ...
Roth IRAs are all the rage with the young crowd
ROTH IRA's are growing in popularity among younger generations who are using this retirement tool in addition to a ...
I'm 60, single, and I’m scared I'm going to blow the money in my IRA and ruin my retirement. What should I do to make sure that doesn't happen?
One of the biggest mistakes to avoid is withdrawing money early. If you take money out of your IRA before the age of 59 ½ — ...
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Should I Convert 20% of My IRA to a Roth Annually to Reduce Taxes and RMDs?
Transferring funds from a pre-tax retirement account such as an IRA to an after-tax Roth IRA is a move many retirement savers ...
A flood wiped out my employer, can I tap into my Roth or regular IRA without penalty?
I lost my job when a flood wiped out the store where I worked. I am 37, have a Roth IRA and a regular IRA. The Roth was ...
10 Best Roth IRA Stocks to Buy According to Analysts
A Roth IRA, or individual retirement account, is a tax-advantaged savings plan designed for retirement. Unlike ...
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What Happens to Your Roth 401(k) After Leaving a Job
You can also choose to roll over your Roth 401(k) into a Roth IRA. You can cash out your Roth 401(k) and take it as a lump-sum payment, but this may have tax implications and penalties. 1. Leave It ...
Married Couples: Is It Better to File Taxes Jointly or Separately?
They can file their returns jointly or separately. Many file joint returns, but there are some situations in which filing separately can ...
How Roth Accounts Can Ease Your Tax Burden in Retirement
Strategic Roth IRA conversions can set you up for tax-free income in retirement and a tax-free inheritance for the people you ...
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What happens to your health savings in retirement
Health savings accounts can be valuable components of savings toolkits, especially for those who can afford to pay actual healthcare expenses out of pocket.