You might think the choice between a Roth and a traditional individual retirement account comes down to taxes. While taxes play a role in this decision, investors shouldn't overlook other ...

Roth conversions are especially attractive when the stock market drops, according to certified financial planner Ashton ...

I want to do three Roth conversions in the next three years before I turn 73 in 2027 so that my beneficiary doesn't have to ...

Roth conversions have been gaining popularity ... Since 2020, certain heirs must follow the "10-year rule," which stipulates that inherited IRAs must be depleted by the 10th year after the ...

We are blessed with three children: The eldest is a high-school sophomore. We have ample assets: $3 million and no debt. Is a maximum contribution toward a child's college education of, say, $50,000 ...

1m read Ask the Expert: Explaining the 5-year rule for Roth IRAs 1m read Ask the Expert: When must I withdraw funds from an inherited IRA? 1m read Ask the Expert: Can I convert my RMD into a Roth IRA?