The impact of a Roth conversion on a portfolio can be immense over time, to the tune of tens or even hundreds of thousands of ...

SEP IRA, 401(k), traditional IRA, Roth IRA. My question is: Can I keep contributing each year to my Roth IRA even though I am ...

The OBBBA's permanent lower tax rates removed the urgency for Roth conversions. Retirees thinking of stopping or blindly ...

According to an article by Brandon Renfro, there are three 5-year rules for Roth IRAs, but he talks about the first two as ...

Civilian federal employees and uniformed service members will soon be able to convert their pre-tax Thrift Savings Plan ...

Before rushing to a Roth conversion, here are several important realities federal employees should understand.

A new rule for the federal government’s retirement plan will allow enrolled workers and retirees to convert funds to Roth accounts.

If you have around $1 million saved for retirement, doing the ‘safe' thing with your accounts can feel like good housekeeping ...

Retiring at 60 with $1.5 million sounds comfortable until you realize Medicare doesn’t begin until 65. That five-year gap ...

"Our mortgage rate is 2.5% and we have a $400,000 loan balance." (Photo subject is a model.) I am 58. My wife and I have a combined 401 (k) balance of $1.1 million and $800,000 in stocks. We also have ...

Financial planners share the Medicare choices clients regret most, and why the real costs often don’t appear until years ...

The One Big Beautiful Bill included sweeping tax law changes. Here are several key changes individual taxpayers need to know ...