Discover the ins and outs of converting an annuity to a Roth IRA. Understand this conversion's steps, benefits, drawbacks, ...

Calculating your RMD only requires two numbers. You'll need your retirement account balance as of Dec. 31, 2024. Check with ...

Retirees with significant assets often have to plan around required minimum distributions (RMDs). If you already have ...

Required minimum distribution amounts are calculated by dividing a life expectancy factor into the relevant account balance from Dec. 31 of the preceding year. For instance, to calculate RMD amounts ...

When it comes to retirement planning, having a written plan can be an important tool when it comes to saving money.

A Roth IRA is an individual retirement account that you fund with after-tax dollars. While you don't get a tax break now, your contributions and investment earnings grow tax-free.

Roth conversions, if done right, can lower your tax bill over your lifetime. But be careful. Roth conversions pose traps, and the unwary can easily get caught. Here are eight factors to consider in ...

Roth IRAs are one of the most powerful tools for retirement savings, offering tax-free growth and tax-free withdrawals in retirement. For You: Here’s Why You Might Want To Invest Your Retirement ...

Getting married is a major life milestone that brings new opportunities—and new responsibilities—for your finances. If you’re newly married or planning to tie the knot, it’s important to understand ...

Marc Rogers, Founder/CEO of Producers Prospect, is a financial advisor, coach and industry leader with over 20 years of experience. Saving for retirement is like climbing Mount Everest. The ascent ...

'Historically, we've been keeping the contribution to her Roth at $50-$200 a month' "Would it still make sense to start a retirement account, or should I just do the regular brokerage account, buy ...

Glen and Harriett Hager have been a team since they were married 53 years ago. Now in their early 80s, they’re trying to plan for uncertainties ahead, such as what will happen financially should one ...