Thinking of converting a traditional IRA to a Roth IRA? The Kiplinger Tax Letter Editor highlights nine factors you should ...

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 Roth IRA? I would like to avoid creating a taxable event. – Daniel Daniel, ...

My wife is currently working and has a traditional IRA with approximately $350,000 to $400,000. She is almost 65 but not ...

If you're not careful, your 401(k) to Roth IRA conversion could significantly increase your tax rate ... roll over your entire 401(k) balance, you can roll all your pre-tax dollars into a ...

If you don't have an IRA, you can open one through an online broker or robo-advisor, but first, decide which kind of IRA is right for you. Traditional IRAs can net you a tax deduction on ...

Taxes are a valid concern if you want to roll over $720,000 ... vision. A Roth IRA is a retirement account that allows people to contribute after-tax dollars. Unlike a traditional IRA, you don ...

a Roth IRA might not be the most suitable option. Traditional IRAs offer the opportunity for beneficiaries to stretch distributions over their lifetimes, potentially allowing for tax-deferred ...

ROTH IRA's are growing in popularity among younger generations who are using this retirement tool in addition to a ...

A Roth IRA is a tax-advantaged container, not a direct investment. Long-term annualized returns matter more than any single year's performance. A diversified portfolio shouldn't rely only on the S ...

Roth IRAs offer tax-free growth and withdrawals, minimizing lifetime taxes. Younger workers benefit most from Roth IRAs, especially during lower tax years. High earners can use backdoor Roth IRAs ...

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 Roth IRA? I would like to avoid creating a taxable event. Daniel ...