Collian Evans, with Evans Financial Group, stopped by KSLA News 12 on July 9.

For example, if you invest $1,000 in a stock ETF today, and your investment climbs to $5,000 in retirement thanks to the ...

A 401 (k) is an employer-sponsored retirement plan that allows employees to save a portion of their salary, usually on a ...

Dear Quentin, When I leave my job, would I be better off taking a $61,000 lump sum to roll over into an existing IRA or, ...

There used to be what you might call “backsies” or a “do-over” on converting money from a traditional IRA to a Roth. You ...

Because Medicare premiums are tied to income, converting a $235,000 retirement account to a Roth IRA has the potential to ...

If pulling too much from a portfolio during down markets is a bad idea, filing for Social Security might look compelling.

Prior to 2018, if you converted all or part of a traditional IRA to a Roth IRA, you had until Oct. 15 of the year following the conversion to undo the switch and eliminate the tax bill by ...

Converting to a Roth IRA cannot be a snap decision. Strategic timing is needed to maximize benefits and minimize tax burdens. One optimal time for conversions is during lower-income years.

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.

If you’re eyeing a year-end Roth IRA conversion, you’ll need to plan for the upfront tax bill. Here are some strategies to manage your taxes, experts say.