If you’re 60 years old with $1.2 million saved for retirement in a traditional IRA, you may be starting to think about ...

Retirees with significant assets often have to plan around required minimum distributions (RMDs). If you already have ...

Caring for a child or parent can mean a drop in income and a lower tax bracket. Why not take advantage by moving money into a ...

Nearly a quarter of U.S. households own a Roth IRA, yet they account for just 10% of the $13.6 trillion in total individual retirement arrangements assets, mostly funded by direct contributions. But ...

But be careful. Roth conversions pose traps, and the unwary can easily get caught. Here are eight factors to consider in deciding whether to convert all or part of a traditional IRA to a Roth IRA. A ...

As financial advisors, our heroics don’t typically make for riveting dinner conversation, but in our daily duties, we frequently step in and save the day. We wield advanced modeling tools to optimize ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. For working age Americans who have stashed capital away ...

If you are considering a year-end Roth individual retirement account conversion, you'll need to plan for an upfront tax bill. Stream NBC 5 for free, 24/7, wherever you are. Still, "it can be hard to ...

I found your column "Do Roth IRA conversions still make sense with the passage of the GOP tax law?" very helpful and I better understand the strategic choice a conversion to a Roth IRA represents. My ...

Using a traditional IRA or 401(k) to save for retirement is a great way to supercharge your savings. The big advantage of those accounts is that you can deduct your contributions from your taxes. With ...