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

Converting now would enable you to spread a possible tax hit over more than one payment while reducing future taxes.

One nice thing about Roth IRAs, as opposed to traditional IRAs, is that you're not forced to take required minimum ...

There used to be what you might call “backsies” or a “do-over” on converting money from a traditional IRA to a Roth. You ...

Imagine you’re 65 with $1.2 million in an IRA and a lingering question: should you convert your account into a Roth IRA? The ...

Because Medicare premiums are tied to income, converting a $235,000 retirement account to a Roth IRA has the potential to ...

Raymond P. asks Money Talks News: “I did my first IRA Roth Conversion in December 2023. In terms of the 5-year rule, I know the IRS considers the conversion date to be 1/1/23 for my conversion, so I ...

RMDs: Beginning at age73 (or 75 if you were born in 1960 or later), you must begin taking RMDs from your 401 (k), even if you ...

One of the most important things you can do for your retirement is save consistently for it. You should expect to need money on top of what Social Security pays you. And the larger a nest egg you brin ...

"Year to date" sales for 2021, 2022, 2023, and 2024 sales are shown in series at the top of the table and then just below a comparison of 2024 versus 2023 and 2024 versus 2022 is displayed. This ...

8 best Roth IRA investments for your retirement A Roth IRA uses after-tax contributions to grow your money tax-free and then allows you to withdraw it without paying taxes in retirement.

I have a daughter who has had severe drug problems since she was 18; she’s now 29. I got divorced when she was a baby. I was pushed out of her life when she was 18 by my ex-wife and my former in ...