Rounding out this trio is arguably the most versatile option of all – the Roth IRA. Introduced under the Taxpayer Relief Act ...

If you're eyeing a year-end Roth IRA conversion, you'll need to plan for the upfront tax bill. Here are some strategies to ...

Prepaying income tax on a retirement account might be a good idea. Or it could be a really bad idea. Read this before pulling ...

A Roth conversion transfers money from your tax-deferred account —401 (k) or traditional IRA — into a Roth IRA, paying the ...

The IRS reminded account holders, and their beneficiaries, with employer-sponsored retirement plans and IRAs, of the upcoming ...

A Roth conversion can help minimize taxes on retirement income, but the timing and amount can be a complex decision.

If you’re under 50 years of age, you can contribute up to $23,000; if you are over 50 years old, you can add a $7,500 “catch-up” amount. Advisers recommend that you invest in a globally diversified ...

Roth IRA conversions may be appropriate for some clients, and time is running out to do a conversion before the end of the ...

The Roth IRA — a popular retirement account — is similar to a traditional IRA in that you can regularly contribute to the account and watch your investments grow so you have a nest egg to tap ...

The gift of a Roth IRA to young family members has the potential to significantly improve their long-term financial outlook ...