Roth IRAs are popular for tax benefits in retirement. Consider Vanguard's 'BETR' approach, other factors to see if a Roth ...

Gen X is converting to Roth IRAs in record numbers to secure tax-free retirement income. Discover if the math works for your ...

New IRS rules for inherited IRAs became effective last year. Pay attention to avoid a 25% penalty and a "tax bomb".

Roth conversions to secure tax-free withdrawals during retirement are gaining popularity as Gen X gets closer to retirement, but financial advisers warn that the decision to convert should be ...

Take a tax hit today to avoid one later?

A Roth conversion means taking a tax hit today to avoid one later, so if you expect to be in a lower tax bracket in ...

When I was 22, my grandmother died. She was my favorite person. She didn’t have a lot of money, but each of us grandchildren ...

Dividend Income is the fruit from the labor of investing your money in the stock market. In December, we (my wife and I) ...

Roth IRA conversion is becoming popular as people plan for retirement and want tax-free income later. Experts say the BETR method is a simple way to check if converting makes sense based on future tax ...

If your FRA monthly benefit is $2,778, for example, waiting until 70 would boost that to $3,575. Starting at 62, though, will result in a monthly payment of just $1,822. The Social Security Quick ...

Over time, though, policymakers have expanded pre-retirement access — often for very good reasons. Emergency access can give participants confidence to save. Knowing the money isn’t completely locked ...

President Donald Trump said he's not in favor of using 401(k) money to buy houses, despite one of his top economic advisors saying such a plan was in the works.