A little confusion over something that's seemingly simple can end up taking a costly toll when not handled properly.

Here's how the Internal Revenue Service itself defines RMDs: "Required minimum distributions (RMDs) are the minimum amounts ...

IRA and Roth IRA. Since my total household is above the threshold for investing in a Roth IRA, I have been considering ...

The only option open to taxpayers at all income levels is a traditional nondeductible IRA, but this subjects investors to two ...

Facing a future tax hit on your retirement savings? A Roth conversion may be a way to lower the taxes you owe.

Here are IRA contribution limits, income limits and rollover rules for Roth, traditional, SIMPLE and SEP IRAs at a glance.

In January, the Department of the Treasury (“Treasury”) and Internal Revenue Service (IRS) issued proposed regulations on the catch-up ...

Be aware of the income limits associated with IRAs and Roth IRAs to see if you're eligible for a tax deduction. You might decide to set up automatic contributions going forward to save on a ...

If you have a Roth IRA or are thinking of getting one, you may be looking at ways to incorporate the account into your long-term plan. Established in 1997, the Roth individual retirement account ...

She has a traditional IRA worth $1 million left to her by her late husband, in addition to checking and savings accounts, and a small life-insurance policy. My husband is listed as a beneficiary ...

into a Roth IRA. It’s a pretty solid move, and while this one seems more straightforward, it’s good to speak with a financial advisor if you can. Contributing to a Roth IRA makes more sense ...