Recent market swings due to tariffs have unsettled investors, including IRA owners, though conditions have stabilized ...

A Roth IRA can be a great way to save for retirement, as the accounts have no required minimum distributions and you can ...

Avoid costly tax mistakes with your IRA. Learn how skipping IRS Form 8606 cost one investor $50,000—and how you can protect ...

I want to do a Roth conversion from my traditional IRA in the amount of $250,000. It’s my understanding that I have to pay ...

If you make above a certain income, expect to pay more for Medicare, due to the IRMAA, unless you take steps to lower your ...

Can AI really replace a skilled financial professional? In this episode of Decoding Retirement, Robert "Bob" Powell speaks ...

“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 have four more years until I am ...

Avoid costly mistakes. Learn the IRS rules, penalties, and best practices for a Gold IRA rollover in this step-by-step guide.

The bulk of your retirement money has already been earned, but that doesn't mean you can't make the most of what you have.

A Roth IRA conversion is a financial strategy that allows individuals to transfer funds from a traditional IRA or other ...

A 529 savings plan can be used to pay for your child's education, but it can also be used to fund their retirement.