That Roth IRA conversion comes with a tax bill — here's how to pay for it
If you’re eyeing a year-end Roth IRA conversion, you’ll need to plan for the upfront tax bill. Here are some strategies to ...
I Absolutely Prefer a Roth IRA to a Traditional IRA for Retirement Savings. Here's Why.
How much should I contribute to my 401(k) at work? (Perhaps contribute as much as you can.) Should I invest in mutual funds ...
Blindly Rolling Into a Roth IRA?
Readers weigh in on Trump’s tax cuts and tariffs, geopolitical events, Warren Buffett’s $150 billion giveaway, and Enzo ...
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Gifting a Roth IRA?
The gift of a Roth IRA to young family members has the potential to significantly improve their long-term financial outlook ...
6 Year-End Strategies to Boost Your Savings
If you’re under 50 years of age, you can contribute up to $23,000; if you are over 50 years old, you can add a $7,500 “catch-up” amount. Advisers recommend that you invest in a globally diversified ...
Why the case against a Roth conversion gets stronger if Trump’s tax cuts continue
A Roth conversion transfers money from your tax-deferred account —401 (k) or traditional IRA — into a Roth IRA, paying the ...
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I make $400k and am an avid saver for retirement - when do I stop flooding Roth accounts and focus on my tax deferred ones?
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I'm 62 With $900,000 in My 401(k). Should I Convert $90k per Year to Avoid Taxes and RMDs in Retirement?
Late-in-life Roth conversions can take some tricky math. As you approach retirement, one of the most important questions will ...
In Just 22 Years, Peter Thiel Turned $2,000 Into $5 Billion, Tax-Free. Here’s How
Unless you compare that to Peter Thiel, whose Roth IRA is reportedly worth billions.
How to Calculate IRA Early Distribution Penalty
The calculation is easier with a traditional IRA in which you make tax-deductible contributions. Simply multiply the entire ...
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End of year moves
With Thanksgiving firmly in the rear-view mirror, the end of the year must be near! It means that we should all be thinking ...
At 62 With $500k in a Roth IRA and $2,000 a Month From Social Security and a Pension: Can I Retire?
Figuring out when you can afford to retire often comes down to determining whether your assets will produce enough annual ...