An IRA or 401 (k) rollover is one of those bumps in the road. A number of events can arise that make a rollover necessary, ...

Converting to IRA into a Roth IRA could come with a significant tax bill, but the key to lowering the tax bill is timing.

Evaluate the potential benefits of a Roth IRA conversion in light of current tax laws and economic projections.

If you choose a Roth IRA, stay mindful of the annual contribution limits. Adults under 50 can contribute up to $7,000 to a ...

I encouraged my wife to take a $40,000 Roth conversion in a lower tax year. Even though she has another Roth IRA at a ...

The author writes "This year, estate planning practitioners have significant opportunities for estate tax savings for our ...

Republican control of government is likely to keep tax cuts in place, which make Roth IRA conversions more attractive.

Another way to leave tax-free money to a surviving spouse is with life insurance. A small policy can put cash in the hands of a surviving spouse for funeral expenses and paying off debts. A bigger ...

Explore spousal inherited IRA options, including rollovers, tax implications, and Secure Act changes. Learn how to maximize ...

Roth IRAs have low annual contribution limits and income rules limiting who can contribute, which effectively takes them off ...

In life, you often get second chances — and the same is true with investing. To illustrate: You might not have been able to ...

You might want to convert all of your savings to a Roth in one go, but you could end up paying hundreds of thousands more in ...