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

When an IRA owner or Qualified Plan participant executes a Roth Conversion by moving assets from a traditional, SEP, or ...

For federal employees weighing whether to leave the TSP, five certified financial planners offer their insights on what to be ...

As soon as you receive an inheritance, it gives you all the hope in the world that you are in a better financial situation ...

Roth distributions are not taxed. Surviving spouses could also put the money into their own 401(k) or IRA, roll the funds into an inherited IRA or take a lump-sum distribution. If you take a lump sum ...

Inherited IRAs offer financial opportunities to beneficiaries but you must understand the 10-year rule to optimize your ...

Getting the right tax advice and tips is vital in the complex tax world we live in. The Kiplinger Tax Letter helps you stay right on the money with the latest news and forecasts, with insight from ...

Inheriting a retirement account can be complicated. With a retirement account that you opened, you’re referred to as the ...

Rolling inherited funds into your own IRA will not ... Rolling the money into a Roth IRA will trigger a tax event in the form of conversion taxes, as you will need to pay income taxes on all ...