Range covers strategic investing for high-income individuals and methods used to help minimize tax burdens and offer greater ...

For instance, many investors squeak in their contributions right before the deadline rather than investing when they’re first eligible (Jan. 1 of the year before).

Facing a future tax hit on your retirement savings? A Roth conversion may be a way to lower the taxes you owe.

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 ...

Strategic Roth IRA conversions can set you up for tax-free income in retirement and a tax-free inheritance for the people you ...

There's still every reason to make the most of every dollar at this later stage of life, and you've got plenty of ways to continue doing so.

Fortunately, there’s no age restriction on converting a pre-tax retirement account to a Roth IRA. You can roll funds from a ...

A Roth IRA can be accessed anytime for any reason and is tax- and penalty-free. With the Secure Act, a Roth IRA can continue to grow tax-free without RMDs until the very end of the 10-year period ...

Making a last-minute contribution to an IRA before the 2024 tax filing deadline could reduce your 2023 tax bill. Be aware of the income limits associated with IRAs and Roth IRAs to see if you're ...

The five-year rule for Roth IRA conversions. The five-year rule for inherited Roth IRAs. Consequences for breaking the five-year rule. Exceptions to the five-year rule. After opening and ...

Commissioners ultimately decided the benefits of the conversion rules outweigh the legal challenges. In a unanimous decision, Collier commissioners voted not to change the county's rules for ...