The five-year rule for inherited Roth IRAs. Consequences for breaking the five-year rule. Exceptions to the five-year rule. After opening and contributing to a Roth IRA, you’ll need to wait five ...

Financial planning is a topic that can seem out of reach for many. This is especially true for those in Hawaiʻi who might feel like they need a large amount of money to get started.

At age 55 with $900,000 in a traditional individual retirement account (IRA), converting $100,000 per year to a Roth IRA ...

Founder and CEO of Trajan Wealth, Jeff Junior, joins Bob Sirott to talk about making decisions about your stocks, tips for tax season, and how Trajan Wealth provides financial advice for people in ...

If your child has earned income, they can contribute to a Roth IRA. Opening a Roth IRA for kids can significantly change ...

Tax-Free Growth: Money in a Roth IRA grows tax-free, making it a smart investment option. Start Small: As students, ...

There’s a reason many people opt to save for retirement in a traditional IRA. These accounts offer a tax break on the money ...

Check out the top Roth IRA account picks, compiled by our experts, to find the best option for your retirement fund.

The jockeying and the April 15 tax deadline are timely reminders that smart retirement planning involves taking advantage of ...

If you’re 35 and growing a bit anxious about the prospect of retirement, do not fret as many Millennials, some of whom are ...

When our kids started work as teenagers, we made a deal with them. If they contributed 25% of their income to Roth IRAs, we'd ...

Tax season is the perfect time to review your Roth IRA contribution strategy. While Roth IRAs offer incredible tax advantages, they come with specific rules that can trip up even savvy investors.