Here's how to decide what to do with your 401(k) after leaving your job, including leaving it where it is, rolling it into an ...

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 ...

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

I am a 66-year-old married man with a substantial balance – $1 million-plus — in my IRA. Last year, I started to convert to a ...

Any money you move from a traditional IRA to a Roth IRA is treated as ordinary income. That's why you should make these conversions incrementally, and it's also why early retirement presents a great ...

With retirement planning and taxes, there are often two ways to look at a question: First, can you do something, and then, should you do it? For example, let's say we have a household planning for ...

I’m 72 years old and have my IRA in stock. I start required minimum distributions next year so I want to convert to a Roth ...

The 529 plan must be open for at least 15 years. You cannot convert 529 contributions made within the past five years (or the ...

Most people I talk to haven’t been educated on the difference between Roth IRA vs Taxable Account vs IRA. This is especially true with taxable accounts. Many investors are only familiar with the “tax ...

Learn how to calculate your Roth IRA contribution limit based on your income and filing status for 2025 and 2026. Maximize ...