There's a reason people are often willing to forgo the up-front tax break that comes with funding a traditional IRA and save ...

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 ...

At 58, Peter Thiel – who is now worth about $27 billion — knows a thing or two about success. He successfully co-founded ...

There is no age limit on Roth conversions, so you can transfer pre-tax savings into a Roth IRA regardless of your age or ...

Dear Liz: I have $160,000 in a 403 (b) retirement plan and I’m 70. I know I have to start taking required minimum ...

You will be asked about and likely will recommend Roth IRAs in your financial advising practice. To best help your clients, here are the questions you should be prepared to answer about Roth IRAs.

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax rate at distribution. Tax-free growth in a Roth IRA is a significant ...

There are a handful of retirement accounts to choose from, with the most popular being a 401 (k). It's usually what comes to ...

Here’s a look at key changes to help you evaluate your tax strategy with the goal of fully optimizing your retirement plan.

While most parents dream of stability for their children, for some it’s an all-in quest for generational riches, pushing ...

Liz Weston, Certified Financial Planner, is a personal finance columnist for NerdWallet. Questions may be sent to her at 3940 ...

Want to improve your finances in 2026? Here are seven simple steps that can help you save more, reduce stress, and build long ...