A Roth IRA conversion allows you to transfer funds from a traditional IRA to a Roth IRA, but you must pay taxes on the converted amount upfront while benefiting from tax-free withdrawals later.

Learn about the best retirement savings strategies for your 50s and beyond. See 2025 limits, catch-up rules and smart ...

I was the beneficiary of my late wife’s IRA and 401 (k) — but I want our kids to get the cash. Do I still have to take ...

If the real "American Dream" is being able to retire early without putting yourself in the poor house, how much money do you ...

Just because retirement is coming doesn't mean you can derail your financial savvy. Rather, it's important to continue ...

I have inherited a Roth IRA account that must be paid out within 10 years. This is more money than I can conceive of. It’s 30 ...

The personal finance radio host and the advocacy group for Americans over 50 examine Social Security challenges.

The market for semiconductors is red-hot as investment continues to pour into data centers for artificial intelligence.

(NAPSI)—Many people envision a life of financial independence—ditching the stress, breaking the paycheck-to-paycheck cycle ...

The easiest way for Stan to manage this situation may be to roll his late wife’s 401 (k) and Roth IRA investments into his ...

With the right strategies, you can help ensure your child retires a millionaire, no matter what career path they choose. The ...

You can then request a direct rollover from your old employer's plan so the funds go straight into your IRA, which keeps your ...