President Donald Trump's back-and-forth tariffs have caused a whirlwind for the stock market, costing many 401(k) investors ...

Is it wise to start converting my 401(k) into an IRA (and then Roth) by 10% per year in order to avoid having to claim too ...

When you've got to take required minimum distributions (RMDs) make some lemonade. Here are our top ideas for using the extra ...

If you want to make a second Roth IRA contribution within a single year, you still have time -- as long as you make the ...

Provisional income between $25,000 - $34,000 for single filers, $32,000 - $44,000 for joint filers, up to 50% of Social ...

There is no age limit on Roth conversions, so you can transfer pre-tax savings into a Roth IRA regardless of your age or ...

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation.

Understand dividend taxes and learn about qualified vs. ordinary rates. Discover how dividends are taxed and optimize your ...

So, when stock prices go down, you can convert the same number of shares as before, but incur a lower tax bill at the end of ...

While deployed in a combat zone, it's also a "really, really good year" for higher-ranking individuals to do Roth conversions ...

One of the biggest mistakes to avoid is withdrawing money early. If you take money out of your IRA before the age of 59 ½ — ...