If you're eagerly awaiting your tax refund to spend it, you might want to think about other options. It's important to ...

Legally, it's never too late to make a Roth conversion. You can do this at any time in life, in any amount, so long as you ...

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, ...

Taxes are a valid concern if you want to roll over $720,000 from your retirement fund into a Roth IRA. While you won’t pay ...

I have always contributed to regular retirement accounts. I started a new job and I'm considering a Roth. We're in a weird situation. My husband just retired and has a pension and Social Security. He ...

Building Wealth the Easy Way? Yep, It’s Possible. Let’s be real: not everyone wants to spend hours obsessing over stocks, reading financial reports, or stressing about the latest market trends. And ...

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

In reality, though, the best move for a lot of people is to take the tax hit and convert a lot of money quickly, says ...

Reducing your lifetime tax bill is a smart financial strategy, and a Roth individual retirement account can be a key part of that. Growth and retirement withdrawals from a Roth IRA are ...

Gold IRAs let you invest in physical gold such as gold bars or coins and enjoy the retirement and tax benefits of an IRA. A ...

I'm moving money out of my high-yield savings account and into investments in my Roth IRA. Read on to learn why -- and why ...

Roth IRAs have tax advantages that make them useful for long-term savings goals such as retirement. Brokerage accounts have ...