Hitting the brakes on investing while saving money for a down payment can put your long-term financial well-being at risk.

Legally, it's never too late to make a Roth conversion. You can do this at any time in life, in any amount, so long as you ...

When you leave a job, it’s generally a good idea to take your 401(k) plan with you. This doesn’t mean you should cash it out, ...

Question: “I’m a 63 year old retiree with no kids or heirs and $600,000 in one account. I don’t mind spending down my money, ...

Taxes are a valid concern if you want to roll over $720,000 from your retirement fund into a Roth IRA. While you won’t pay ...

Paying taxes they don't have to pay for the prospect of lower taxes thirty or forty years in the future with all the uncertainty that entails.

For high-income earners, including physicians, getting funds directly into a Roth IRA or other after-tax accounts can be a ...

“The most common mistake that you’ll see is that a taxpayer will go to an accountant or go to do their taxes through a ...

I have always contributed to regular retirement accounts. I started a new job and I'm considering a Roth. We're in a weird situation. My husband just retired and has a pension and Social Security. He ...

Building Wealth the Easy Way? Yep, It’s Possible. Let’s be real: not everyone wants to spend hours obsessing over stocks, reading financial reports, or stressing about the latest market trends. And ...

If you have already filed your income taxes this year, you may be wondering when you’ll receive your refund. Last week, the ...

A Roth IRA is a powerful tool if you use it correctly, but no employer match, lower limits, and income restrictions make it a ...