If you make above a certain income, expect to pay more for Medicare, due to the IRMAA, unless you take steps to lower your ...

Recent market swings due to tariffs have unsettled investors, including IRA owners, though conditions have stabilized ...

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

I want to do a Roth conversion from my traditional IRA in the amount of $250,000. It’s my understanding that I have to pay ...

Avoid costly tax mistakes with your IRA. Learn how skipping IRS Form 8606 cost one investor $50,000—and how you can protect ...

Roth IRA contributions can be withdrawn anytime without taxes or penalties. Converted Roth IRA funds are tax- and penalty-free after five years from Jan. 1 of the year of the conversion. Roth IRA ...

IRA Conversion to Roth: Rules to Convert an IRA or 401(k) to a Roth IRA; The Average IRA Balance by Age 'You Can't Take it With You' — Four Things You Lose in Retirement; ...

Can AI really replace a skilled financial professional? In this episode of Decoding Retirement, Robert "Bob" Powell speaks ...

A required minimum distribution (RMD) is the minimum amount of money you must withdraw from your retirement plans annually ...

If you don’t need the money right away, keeping your money in the 529 plan until the market recovers and you can recoup your losses is a good option, says Autumn Knutson, founder of Tulsa, ...

People who have just retired or are about to do so are vulnerable to sequence-of-returns risk, which means that a bad market ...

Learn how to build a reliable retirement paycheck by assessing your needs, identifying income sources, developing a withdrawal strategy, and managing taxes and investments.