In retirement, it's not too late to convert your money into a Roth IRA. The IRS will let you convert qualified funds at any ...

Here’s how converting your traditional retirement account to a Roth IRA can boost your nest egg — but avoid these costly scenarios.

When you leave a job, it is usually a smart move to take your 401(k) with you. That does not mean cashing it out, since doing ...

As the year winds down and we await the arrival of a new Congress, now may be the ideal time to review your retirement savings and consider converting some of your conventional IRA funds into a Roth ...

Your converted funds must stay in your Roth IRA for five years before you can withdraw them penalty-free. Roth savings give you more control over your tax bill in retirement. If you're considering a ...

Nearly a quarter of U.S. households own a Roth IRA, yet they account for just 10% of the $13.6 trillion in total individual retirement arrangements assets, mostly funded by direct contributions. But ...

My good friend Bob from Munster had a question I thought merited visiting in the column. Bob’s question involved a topic we are dealing with more and more often in the practice and a tool we are using ...

A Roth IRA and traditional IRA both have the same goal: to help you save for retirement and ensure you don’t spend your golden years struggling to make ends meet. The key difference between a Roth and ...

Bernice Napach is a contributor to Buy Side from WSJ and a finance expert on investing, retirement and markets. Senior editor, Buy Side from WSJ Meredith Mangan is a senior editor for Buy Side from ...

Getting the right tax advice and tips is vital in the complex tax world we live in. The Kiplinger Tax Letter helps you stay right on the money with the latest news and forecasts, with insight from our ...

You will owe taxes on your Roth IRA conversion in the year of the conversion. Your converted funds must stay in your Roth IRA for five years before you can withdraw them penalty-free. Roth savings ...