Transferring some of your retirement savings from a tax-deferred account like a 401(k) to a Roth IRA can help you reduce or ...

A Roth individual retirement account (IRA) can be a helpful tool for retirement planning. These tax-advantaged accounts offer ...

You can only use 529 funds can only cover qualified education expenses without incurring a tax penalty, but it can be hard to ...

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax ...

Required minimum distributions (RMDs) on pre-tax retirement accounts start at age 73 for account holders born between 1951 ...

Tax and estate planning isn’t for the faint of heart. The rules are complex and each decision seems to have a multitude of ...

If you play your cards right, you can avoid an unwanted tax bill. When I first started working full-time and was able to make ...

I love helping my clients maximize their tax-free retirement income streams. Converting a traditional IRA account to a Roth IRA is a fabulous part of a proactive tax-planning strategy to reduce the ...

How much would you have by age 67 if you contributed $7,500 to your IRA every year starting at age 27? And is it enough to ...

The decision of whether to save for retirement through a Roth IRA or through a traditional IRA is a complex matter that can have significant financial implications in both the short term and the long ...

For many of us, retirement may seem far away. However, if you ask people who have already retired, many of them will tell you just how fast it can creep up on you. That's why it's important to begin ...

It was 2016 when I first learned what a Roth IRA was. I opened one immediately and committed to maxing it out -- $5,500 that first year. Since then, I've repeated the max contributions every year. In ...