A Roth IRA offers tax-free withdrawals, broad investment choices, and flexible early withdrawals—making it a great complement ...

Your IRA brokerage will send you a Form 1099-R that will show how ... Internal Revenue Service. "Traditional and Roth IRAs." U.S. Department of Labor. "FAQs About Retirement Plans and ERISA," Page 13.

A little confusion over something that's seemingly simple can end up taking a costly toll when not handled properly.

It found that while 46% of Boomers own Traditional IRAs compared to just 24% who own Roth IRAs, this changes through the generations. Gen Xers are split 31%/21% in favor of Traditional but the gap ...

Opening a Roth IRA can be as simple as opening a bank account, but there are some things you should know to get started. Read ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

One of the biggest mistakes to avoid is withdrawing money early. If you take money out of your IRA before the age of 59 ½ — ...

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

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 to grow tax-free without RMDs until the very end of the 10-year period ...

For 2025, we are focusing on preferred shares due to their attractive yields and lower risk. Check out John and Jane's ...

Be aware of the income limits associated with IRAs and Roth IRAs to see if you're eligible for a tax deduction. You might decide to set up automatic contributions going forward to save on a ...

If you have a Roth IRA or are thinking of getting one, you may be looking at ways to incorporate the account into your long-term plan. Established in 1997, the Roth individual retirement account ...