Roth IRAs do not give you a tax break on retirement plan contributions like traditional IRAs do. In exchange, you get ...

As tax rates are expected to rise and the federal deficit reaches historic highs, many Americans approaching retirement are ...

That can be a big deal if your account grows to a hefty size by retirement. And IRAs can grow to hefty sizes -- Warren Buffett's investing lieutenant Ted Weschler grew his to $264 million! Most of us ...

A Roth IRA conversion is available any time you have money in a qualifying pre-tax account. People choose to make a ...

When you reach retirement age, financial decisions become even more important as you are no longer generating income from ...

Any money you move from a traditional IRA to a Roth IRA is treated as ordinary income. That's why you should make these ...

Your beneficiary designation will often control where your IRA goes once you pass away. Make sure you don't leave unintended ...

Imagine that you have $900,000 in a Roth IRA and collect another $2,200 per month in Social Security. Can you afford to ...

Take Becka, a hypothetical married mother of three who inherited her mom’s individual retirement account (IRA). She needs to ...

Roth IRAs aren't subject to required minimum distributions. High earners have workarounds that allow them to also contribute ...

I'm 64 and my wife is 65. We have $1.5 million in 401 (k)s and IRAs and $90,000 in a Roth IRA. We are looking to retire next year. I will receive $3,000 in a monthly pension that my wife will inherit ...

Nine states still tax Social Security benefits in 2025. Rules vary by age and income. Colorado, Connecticut, and Minnesota ...