For high-income earners, including physicians, getting funds directly into a Roth IRA or other after-tax accounts can be a ...

By performing Roth conversions, our clients can reduce the size of their traditional IRAs, enabling them to lower their future RMDs. This can be particularly beneficial for those who anticipate being ...

When you leave a job, it’s generally a good idea to take your 401(k) plan with you. This doesn’t mean you should cash it out, ...

Inherited Roth IRA withdrawal rules share many similarities as traditional inherited IRAs, but there are tax obligations and other conditions to consider.

Splitting an IRA among heirs is often the best choice for parents so that there is no dissension or in-fighting among ...

Confused about your 1099-R and 1099? Learn the key differences between these tax forms and how they impact your taxes.

Question: “I’m a 63 year old retiree with no kids or heirs and $600,000 in one account. I don’t mind spending down my money, ...

Hitting the brakes on investing while saving money for a down payment can put your long-term financial well-being at risk.

Over the years, you may have seen advice in the financial media about the "60/40 portfolio," which consists of 60% stocks and 40% bonds. This type of portfolio can be put together without too much ...

It’s a time when advisors must know what they can and can’t do for clients—and when they sometimes must go out of their way to work with their clients’ tax professionals. “Advisors aim to keep taxes ...

Many aspects of the tax code are linked to age requirements. Beyond birthday celebrations and retirement planning, age ...

A Roth IRA is a powerful tool if you use it correctly, but no employer match, lower limits, and income restrictions make it a ...