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

I'll have Social Security, and funds in both a retirement and brokerage account. Which one should I draw from first when I ...

When it comes to saving for retirement, there are plenty of options, but one stands out for its benefits: the Roth IRA.

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

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.

The difficulty of getting money into a Roth account frustrated me for several years until I heard about something called the “mega backdoor Roth conversion.” ...

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 ...

Explore the advantages of a Roth IRA, a flexible retirement savings account that enables tax-free growth and withdrawals.