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.

Now, tax hikes are less likely under President-elect Donald Trump. However, demand for Roth conversions will continue as investors seek long-term tax planning strategies, experts said.