A Roth IRA, or individual retirement account, is a tax-advantaged savings plan designed for retirement. Unlike ...

Strategic Roth IRA conversions can set you up for tax-free income in retirement and a tax-free inheritance for the people you ...

Opening a traditional IRA is a fairly straightforward process involving only a few steps. Here's what you need to know to ...

If we roll over $7,000 per yr from a traditional IRA to a Roth IRA for the next four years (which is when we will receive full Social Security), could it bump up the amount that we receive in Social ...

When saving for retirement, you'll typically have two choices for how you'll fund your IRA. With a traditional IRA, you'll ...

It’s an unfortunate thing that many people enter retirement with little to no money in savings. But in this Reddit post, we ...

A Roth IRA can be accessed anytime for any reason and is tax- and penalty-free. With the Secure Act, a Roth IRA can continue ...

Explore the tax benefits of reverse mortgages, including strategies for Roth conversions and delaying Social Security.

A backdoor Roth IRA is fairly straightforward. If you make too much to contribute directly to a Roth IRA, you contribute to a ...

For 2025, single filers must have a modified adjusted gross income (MAGI) of less than $150,000 to contribute the Roth IRA maximum of $7,000, or $8,000 for those age 50 or older. For married couples, ...

Saving for retirement is challenging for many Americans. On top of finding money to save, it can be difficult to know what ...

Founder and CEO of Trajan Wealth, Jeff Junior, joins Bob Sirott to talk about making decisions about your stocks, tips for tax season, and how Trajan Wealth provides financial advice for people in ...