I have a daughter who has had severe drug problems since she was 18; she’s now 29. I got divorced when she was a baby. I was ...

A retiree’s ability to exert some control over their taxes is increased when their portfolio includes accounts with different ...

There’s been a lot of buzz lately about converting funds from a 401(k) to a Roth IRA. Whether or not it’s a wise decision for ...

Key Points A 42-year-old Redditor is trying to decide whether to redirect some 401(k) contributions to a Roth IRA. The poster ...

There are a lot of reasons to love Roth IRAs, but the tax rules governing them are complex. Here’s what you should know.

Range explores how a backdoor Roth IRA works, why it’s valuable for high-net-worth households, and the specific steps and tax ...

The final step is an especially important one: Stay the course. Keep contributing to your Roth IRA each month. Don't make ...

Virtus Wealth Management has launched an educational effort to increase Texas investors’ awareness of the potential long-term ...

A workaround for the Roth IRA income restrictions enables wealthier individuals to to earn tax-free income. But how long will that back door remain open?

As bad as the situation is, there is one silver lining: Although converting money from one account to a Roth IRA will still ...

Wealthy investors have many ways of avoiding taxes and leaving more money to their heirs. Fortunately, there are ways for ...