One of the big keys to ensuring you're saving enough is setting a specific numeric goal, and then mathematically working your ...

Learn about custodial Roth IRAs and how these retirement plans can help boost your child's retirement savings. Secure your child's financial future.

Among the investment strategies that those living in the FIRE world pursue, IRAs are a popular option. Thanks to their ...

The five-year rule states that as long as the account was opened at least five years ago, withdrawals of earnings are tax-free. Earnings withdrawn from Roth IRAs less than five years old are ...

My wife is currently working and has a traditional IRA with approximately $350,000 to $400,000. She is almost 65 but not ...

With a Roth IRA, you contribute after-tax money to the account, so you don’t get to avoid tax on your contributions, as you ...

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

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation.

But withdrawals from inherited Roth IRAs are generally tax-free. So, one way to look at the legacy planning aspect of a Roth IRA is that the original owner is basically prepaying the taxes for ...

There are plenty of good reasons to love Roth IRAs for retirement savings. First, these accounts allow you to grow your money completely tax-free. This means that if you invest $100,000, and over time ...

If you’re like Mark, Susan or Tom, your retirement and legacy goals will shape the strategy for your wealth. There’s no ...

As you map out your retirement, it is important to take advantage of tax-free growth made possible by Roth conversions.