Required minimum distributions (RMDs) from pre-tax retirement accounts can have a number of unintended consequences. These ...

Most people's default way to save for retirement is a 401 (k) because it's offered through their employer and can be done ...

Anyone with a pretax IRA should "strongly consider" a yearly partial Roth conversion, said Scanlon, who is also a certified public accountant. But it's important to run tax projections before ...

The Roth IRA — a popular retirement account — is similar to a traditional IRA in that you can regularly contribute to the account and watch your investments grow so you have a nest egg to tap ...

You can cut through the confusion of whether a Roth IRA or Traditional IRA will be your best bet by asking yourself six ...

The poster mentions he plans to work between seven and fifteen more years and wonders if he should slowly convert the money in his 401(k) into a Roth IRA. Since funds deposited into a Roth IRA are ...

We're talking about ordinary Roth IRAs with the same yearly contribution ... Figuring this out will, of course, require some projection as to what the future holds, which can be tricky.

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Roth IRAs are a hot topic these days ... Typically, we will do a tax projection for the year to estimate your taxable income. We will then figure out how much “headroom” we have, or how ...

into a Roth individual retirement account (Roth IRA). This can be a very attractive option, especially if your future earnings will be high enough to knock into the ceiling placed on Roth account ...

Anyone with a pretax IRA should "strongly consider" a yearly partial Roth conversion, said Scanlon, who is also a certified public accountant. But it's important to run tax projections before ...