If you've ever accidentally made after-tax contributions to a traditional IRA, you're not alone. A listener named Carol wrote ...

Compare Roth IRAs and Roth 401(k) to understand their benefits and differences and which is better for meeting your ...

The swelling budget deficit makes future tax increases likely, our columnist says, even if taxes are going down now. Hedge ...

A Mega Backdoor Roth is a powerful retirement savings strategy that allows high-income earners to contribute significantly ...

This financial planner unpacks why Roth conversions can save you big-time on taxes if you're a retiree with a pension.

A Reddit user is in a fortunate position. After a job change, his income will be high enough that he is no longer eligible to make a full contribution to a Roth IRA.  Once income exceeds a certain ...

Learn about tax-advantaged investments, their types, benefits, and risks. Discover optimization strategies and future trends ...

Converted Roth IRA funds are tax- and penalty-free after five years from Jan. 1 of the year of the conversion. Roth IRA earnings are tax-free after age 59 1/2 and a five-year holding period.

While you don’t have much control over when required minimum distributions start, you have a bit of discretion over the ...

Members of Gen X will soon be in line to retire. Experts offered this advice on Social Security questions they may have forgotten to ask, but need to know.