Not all money in a Roth Thrift Savings Plan account is automatically tax-free, and there are several things to consider ...

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

Converting a 401(k) to a Roth IRA can potentially provide valuable long-term benefits, but it also triggers a tax bill that ...

Dear Savvy Senior, What can you tell me about spousal IRAs? My spouse and I are in our 50s and are looking for ways to boost ...

Schwab Center for Financial Research managing director of financial planning, Rob Williams, joins Mind Your Money with Brad ...

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

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 ...

Help your teen build lifelong financial security. Learn how a Roth IRA offers early tax-free growth and financial flexibility throughout life.

Converting a traditional IRA to a Roth IRA is often presented as a smart move — especially if you expect your taxes to go up later. But as one 77-year-old listener named Lily recently found out, not ...

Contributions into a Roth IRA use after-tax dollars, unlike contributions to a traditional IRA or 401(k), which are not taxed. This may be a bigger hit to your finances in the short term, but your ...

Under normal circumstances, IRAs can’t be transferred or gifted to a new owner, but divorce is an exception. IRAs can be ...

Roth IRAs are one of the most powerful tools for retirement savings, offering tax-free growth and tax-free withdrawals in retirement. Read More: What $1 Million in Retirement Savings Looks ...