Nothing beats the confidence of knowing your financial future is secure, especially if you're a high-income earner eyeing a ...

When you inherit a Roth IRA, the money you receive gets the same tax-advantaged treatment as the original account. Because the money was contributed on an after-tax basis, you can withdraw the ...

I have $120,000 in after-tax contributions in my traditional 401(k) at work. Can I roll over just the after-tax money into my ...

Socking away money for retirement is something that’s top of mind for many people. Here's what to know about traditional and ...

A Roth individual retirement account (IRA) is a tax-advantaged account that millennials can fund using money they've already paid taxes on (after-tax dollars). Since many people are still ...

s and Roth IRAs grow tax free and may be withdrawn tax-free so long as you leave it in the account for at least five years after the rollover. Unlike creating a Roth IRA and making new ...

The Internal Revenue Service automatically postponed the April 15 deadline for Floridians after the 2024 hurricanes.

Can I roll over just the after-tax money into my Roth IRA? I would like to avoid creating a taxable event. Daniel, this is a great question. Your ability to roll over these after-tax 401(k ...