For example, if you invest $1,000 in a stock ETF today, and your investment climbs to $5,000 in retirement thanks to the ...

An IRA — a tax-advantaged investment account — is a woman’s ticket to closing the retirement savings gap. Here are the main ...

2. Doing a Roth IRA conversion from a traditional IRA reduces taxes and saves money With traditional IRAs, contributions are tax-deductible, meaning you can deduct the contribution from your income ...

A 401 (k) is an employer-sponsored retirement plan that allows employees to save a portion of their salary, usually on a ...

Roth IRAs can be an attractive addition to your portfolio, but boy, are they surrounded by rules and regulations. It's easy ...

Answer: Generally speaking, it makes the most sense to consider a Roth conversion when your current tax rate is lower than ...

Some heirs are considered "eligible designated beneficiaries," and the 10-year rule does not apply to them. These include ...

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, ...

My good friend Bob from Munster had a question I thought merited visiting in the column. Bob’s question involved a topic we are dealing with more and more often in ...

Roth IRAs are tax-free. Traditional IRAs are tax-deferred. Understanding the ramifications of tax-free versus tax-deferred in ...

New tariffs could increase prices and shake the markets. Here’s what retirees need to know about Roth conversions, big ...

Retirement expert Denise Appleby shares common pitfalls and real-life examples for IRAs, required minimum distributions, and ...