Discover the tax benefits and withdrawal flexibility of Roth IRAs for retirees, including contributions, tax-free earnings, and strategies for passing wealth to heirs.

Imagine that you’re 65 years old and just completed a Roth conversion during a low-tax year early in retirement to avoid ...

Explore the ins and outs of a 403(b) annuity rollover to an IRA, including its benefits, eligibility, tax implications, and ...

For many of us, retirement may seem far away. However, if you ask people who have already retired, many of them will tell you just how fast it can creep up on you. That's why it's important to begin ...

A Roth IRA and traditional IRA both have the same goal: to help you save for retirement and ensure you don’t spend your golden years struggling to make ends meet. The key difference between a Roth and ...

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Converting to a backdoor Roth IRA via an IRS "loophole" is an estate planning tool that gives heirs tax-free income in ...

Explore your options as a Roth IRA beneficiary, from spousal transfers to required withdrawals, depending on your relationship to the original account holder.

Untangling their finances after they die only adds to the strain — particularly when it comes to retirement accounts. Imagine ...

Tien Tran logged into his wife’s Roth IRA one afternoon to check on a solar energy stock. Instead, The New York Times reports ...