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 ...

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

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

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 ...

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 ...

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 ...

Should you use Roth IRA funds for a home renovation. These are some of the things to consider before making your first ...

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

The SECURE Act largely eliminated the so-called stretch IRA that allowed non-spouse beneficiaries to take distributions over ...

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