At age 50, Roth contributions might be valuable, for the right household. With a Roth portfolio, the question is balancing ...

I encouraged my wife to take a $40,000 Roth conversion in a lower tax year. Even though she has another Roth IRA at a ...

The government needs to raise money to expand and extend the Trump 2017 tax cuts, and there's a way to do it without raising taxes on anyone.

As you map out your retirement, it is important to take advantage of tax-free growth made possible by Roth conversions.

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

For a Roth conversion, he wants to move investments at a low that has the best chance for big appreciation. For a regular withdrawal, like for an RMD, he wants to use a short-term bond or other asset ...

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

Roth conversions transfer pretax or nondeductible IRA funds to a Roth IRA, which can start tax-free growth. The trade-off is ...

For people who are nearing retirement and will soon draw from their accounts, a downturn could be a a good time to consider ...

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

custodial Roth IRAs are among the strongest tax-advantaged savings vehicles for growing long-term wealth. Learn how to open a custodial Roth IRA and the tax advantages your kid can benefit from.

Currently Managing Director of Motley Fool Money, Brendan has worked full-time for The Motley Fool since 2011. He has written hundreds of articles for The Motley Fool and provided analysis on TV ...