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

With retirement planning and taxes, there are often two ways to look at a question: First, can you do something, and then, ...

By your early 60s, you’ll likely be paying close attention to your finances and retirement savings. This may include making ...

Are there different rules for the spouse versus children inheriting a Roth?' Is there a time I should start withdrawing from a Roth IRA or should I just leave it for my heirs? When inheriting a Roth, ...

Explore the tax benefits of reverse mortgages, including strategies for Roth conversions and delaying Social Security.

If you’re unable to contribute to a Roth account directly, there’s good news — you can convert a traditional retirement plan ...

When stocks fall, it can be a good time to get money out of tax-deferred accounts to avoid a ticking tax time bomb.

You can start taking money from your 401 (k) penalty-free at age 59 ½. So you shouldn't be penalized if you are 60 and ...

It’s an unfortunate thing that many people enter retirement with little to no money in savings. But in this Reddit post, we ...

Restrictions on Roth IRAs aren't as stringent as those on tax-deferred retirement withdrawals because you've already paid taxes on your Roth IRA contributions ... For example, in 2020, withdrawals ...

How much to save for short-term goals versus retirement.

Opening a traditional IRA is a fairly straightforward process involving only a few steps. Here's what you need to know to ...