6 Tax Reasons to Convert Your IRA to a Roth (and When You Shouldn't)

Here’s how converting your traditional retirement account to a Roth IRA can boost your nest egg — but avoid these costly ...
InvestmentNews

Retirement account balances hit record highs as Millennials and Gen Z embrace Roth IRAs

Retirement account balances reached fresh records in the third quarter, capping off a period of sustained growth that has ...
AOL

Should You Choose a Roth IRA or Traditional IRA — or Both?

First, understand this: a Roth IRA will not reduce your taxable income right now. Unlike traditional IRAs, Roth IRAs are not tax-deferred, Fidelity Investments writes in its one-pager, “Traditional or ...

Fidelity(R) Q3 2025 Retirement Analysis: Retirement Account Balances Continue to Climb, Roth Savings Vehicles Gain Increasing Interest Among Younger Savers

More than 9,200 Fidelity 401 (k) plans have adopted Auto Portability since 2022 ...

Average 401(k), IRA balances hit record highs amid 2025's market gains

Boosted by positive market conditions, retirement account balances are at fresh highs heading into the last quarter of 2025, ...

The Average IRA Balance by Age and Generation

Knowing how the average IRA balance of peers compares to your own could be the nudge you need to save more for retirement — ...
National Association of Plan Advisors

Retirement Savings Surge: Average 401(k) Balance Up, Setting New Record

According to Fidelity Investments’ latest Q3 2025 retirement analysis, average 401(k), IRA and 403(b) account balances reached new record highs, driven by consistent savings and positive stock market ...

Record Highs in 401(k) and IRA Balances Amid 2025 Market Gains

In an era marked by economic fluctuations and market uncertainties, recent data reveals an encouraging trend: retirement account balances have reached unprecedented levels in the third quarter of 2025 ...