He insists it’s better to use our regular assets to live on and let the IRA monies grow as long as possible. I’d rather save ...

Roth conversions to secure tax-free withdrawals during retirement are gaining popularity as Gen X gets closer to retirement, but financial advisers warn that the decision to convert should be ...

When I was 22, my grandmother died. She was my favorite person. She didn’t have a lot of money, but each of us grandchildren got a check for $3,000 from the will. I really, really wanted to do ...

One of the most commonly asked questions among investors is whether or not they should convert to a Roth IRA, and if so, when. AI assistant ChatGPT boils the answer down to a simple truth: a Roth ...

Roth IRAs are popular for tax benefits in retirement. Consider Vanguard's 'BETR' approach, other factors to see if a Roth conversion's right for you.

The fund has returned an unknown percent over the past year, an unknown percent over the past three years and an unknown percent over the past five years.

S&P 500 (SPY) investments have nearly quadrupled over the past decade. Roth accounts preserve all gains tax-free while taxable accounts lose roughly 15% to capital gains. Roth IRAs allow S&P 500 gains ...

Roth IRA accounts generally offer the same core features, no matter where you open one. But we've narrowed down the options to highlight four Roth IRAs that offer truly unique value. Many, or all, of ...

Tobi is a crypto writer at Investopedia. He aims to simplify the complex concepts of blockchain and cryptocurrencies for the masses. Roberto Jimenez Mejias / Getty Images Get personalized, AI-powered ...

How much tax you owe on an individual retirement account (IRA) withdrawal depends on your age, the type of IRA, and other ...

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 ...