Most of us are pretty stressed by the need to give our savings a big boost as we approach retirement. Guess what? There is ...

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 ...

Investing may feel daunting and complicated if you haven't done it before. Here's a step-by-step guide to setting yourself up ...

A Reddit user is trying to decide what to do with his retirement funds. He has never contributed to a Roth IRA, but has been ...

Run out of room in your tax-sheltered investment accounts? Here's how you can position the rest of your portfolio.

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

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

You eventually have to make RMD withdrawals, but a few strategies can optimize your withdrawrals and reduce your tax burden.

The moment you turn 59 1/2 years old, you can tap into your Roth IRA without any penalty fees. That account also has to be ...

When it comes to building a secure financial future, few tools are as powerful- or as misunderstood- as the Roth IRA. Whether ...

Cash values that have built up in your whole life insurance or variable universal life insurance policy can be another decent ...

If Robert leaves his job, he'll typically have four options: cash out, leave the money in his old plan, roll it into a Roth ...