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

There is no legal or regulatory age restriction on Roth conversions, so it's not too late in that sense. Generally speaking, ...

Key Points Retirees who will be relying on a fixed income from retirement savings and supplemental income from entitlements ...

Expensive medical care in the later stages of life is an unpleasant reality for many, but it can open a window for a Roth ...

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 contribute to a Roth IRA during ...

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 ...

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 ...