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 ...

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 ...

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 ...

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

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

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

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

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

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 ...