If you have a Roth IRA, understanding the Roth IRA 5-year rule is critical to avoiding taxes and penalties when you withdraw money. Here's more details!

I am 65 and at the absolute peak of my earnings. I'm also in the 35% tax bracket and am not looking to retire soon. I need ...

If you need retirement funds for living expenses now, paying taxes on a Roth conversion may cost more than it saves. But, if ...

Robert Powell, host of Yahoo Finance's Decoding Retirement podcast, joins Mind Your Money host Allie Canal in answering ...

Lately I have seen several articles or heard announcements about converting IRA assets to Roth IRA assets. Is this a good move? How will it affect your taxes? How will ...

He is also faced with decisions that will affect his financial future: Ryan’s mother left him a portfolio of mutual fund ...

While a conversion can be the right thing for some retirees or soon-to-be-retirees to do, finance experts suggest 10 times you should not do a Roth conversion.

Americans’ “magic number” to retire comfortably in 2025 is $1.26 million. However, among Americans with retirement savings, ...

From financial gifts to Roth withdrawal rules, here’s what income stays tax-free under the new Trump 2025 tax bill, and some ...

At 50, a Seattle-based financial professional has the means to retire by 60. Advisors say the plan is realistic, but one ...

Thanks to the power of compound interest, $5,000 saved today can add up to thousands in earnings over time. Here's how to maximize your savings.

Advisors should ask every client to prioritize their financial goals and carefully consider the benefits and risks of Roth conversions, said Ed Slott, the Rockville Centre, N.Y.-based IRA and ...