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 ...

If you're taking a required minimum distribution from an IRA, 401(k) or other tax-deferred account and don't need the money ...

(Dow Jones) Participants in 401(k) plans may get additional tools next year to avoid potentially higher taxes on their retirement savings. Employers and legislators are considering options that would ...

A new Roth IRA conversion option for unused money in 529 college savings plans, which went into effect this year, is likely to spur more college savings, according to a new survey from Saving For ...

A few years ago, if you had asked me to call out the best retirement savings account in existence, I probably would've pointed to the Roth IRA. Roth IRAs are loaded with benefits -- ones that can make ...

Federal income tax law offers tax advantages to taxpayers that save money in specially designated accounts earmarked for future educational expenses (“529 Accounts”). In addition, federal income tax ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. With a Fidelity Roth IRA, you can enjoy tax-free ...

A 401(k) rollover to a new employer’s plan offers simplicity and tax-deferred growth, ideal for those with strong plan options. Converting a 401(k) to a Roth IRA provides tax-free withdrawals and ...

Although saving and investing for retirement looks different for everyone, the end goal is typically the same for most people: ensure you have enough saved to have as financially stress-free of a ...

Both Roth thrift savings plans (TSPs) and Roth individual retirement accounts (IRAs) can offer significant tax advantages and the potential for tax-free growth, but they cater to different needs and ...

I’m thinking of transferring the money to her Roth IRA, which was established when she was a teenager.” (Photo subjects are ...