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ROTH IRA's are growing in popularity among younger generations who are using this retirement tool in addition to a ...

You can name your spouse as a beneficiary to inherit your Roth IRA when you die. You can open a spousal IRA in your spouse's name and fund it with your income even if they aren't working.

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

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, ...

While retirement is a joyous time to relax and celebrate years of hard work, it doesn’t come without financial considerations ...

When a surviving spouse inherits a Roth IRA, they have two key options. They can maintain the Roth IRA as an inherited Roth IRA or execute a spousal rollover to treat the Roth IRA as their own.

After your spouse dies, you could face a surprise higher tax bill, financial experts say. But it’s possible to prepare with ...

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 — ...

Withdrawing from an inherited Roth IRA can get a bit more complicated. Spouses have many options. They can either transfer the money into their own account, open up an inherited Roth IRA or take a ...

If the complexity of the Roth vs. traditional IRA decision is preventing you from opening an account, just know that simply ...

IRA funds can be withdrawn to put toward a home purchase, but depending on your age and circumstances, there may be financial ...