With retirement planning and taxes, there are often two ways to look at a question: First, can you do something, and then, ...

Converting money from a traditional IRA or 401(k) into a Roth IRA means paying taxes up front in exchange for tax-free ...

Roth options to their employees. If your employer does, you should definitely consider taking advantage because of the tax ...

Roth conversions can be a smart strategy for a lot of people. But that doesn't guarantee they make sense for you.

Roth IRAs are not subject to rules on required minimum distributions (RMDs), and qualifying withdrawals from Roth accounts in ...

Beginning in 2010, individuals are allowed to convert or roll over certain distributions from retirement plans and IRAs to Roth IRAs regardless of their modified adjusted gross income. Complex rules ...

The bill can be big, depending on the kinds of contributions that you made Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Retirement Income ...

Many people feel uncertain about whether a Roth IRA conversion might raise their taxes or healthcare costs, and that worry is ...

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Dave Ramsey, on the April 10 episode of The Ramsey Show titled “Start Telling Your Money Where To Go,” made the case for ...

Charles Schwab and Fidelity Investments flag Roth IRA 5-year rules. Sources: Charles Schwab, Fidelity, IRS, Investopedia, ...