A Roth IRA is a smart idea if you expect ... Use a Roth vs. traditional IRA calculator to help you ... You can withdraw after-tax contributions from your Roth IRA at any age tax and penalty-free.

These top gold IRA companies reviewed by CNBC Select offer a variety of initial purchase requirements, transparent fees and useful educational resources.

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

Your 50s are a critical time for retirement planning. Here are five expert-backed financial moves that can make or break your long-term retirement success.

The average payout could drop to $1,580 per month after 2034 -- a 19% drop from the current average retirement payout.

RMDs: Beginning at age73 (or 75 if you were born in 1960 or later), you must begin taking RMDs from your 401 (k), even if you ...

In this piece, we’ll check in on a case of a 20-something-year-old individual who took to the r/MiddleClassFinance subreddit ...

A Roth IRA can be a great way to save for retirement, as the accounts have no required minimum distributions and you can ...

Both a Roth IRA and a 529 Plan are valid ways to save for a college education. Each has unique benefits and limitations. Starting in 2024, unused funds in a 529 account may be converted into a ...

Converted Roth IRA funds are tax- and penalty-free after five years from Jan. 1 of the year of the conversion. Roth IRA earnings are tax-free after age 59 1/2 and a five-year holding period.

Pass down money in a Roth IRA tax-free to your heirs Contribution limit of 7,000 (or $8,000 if you're older than 50) What to weigh when thinking of opening a Roth IRA ...

Imagine you’re 65 with $1.2 million in an IRA and a lingering question: should you convert your account into a Roth IRA? The ...