More on Roth IRA
June 22, 2018
Recharacterization of Roth IRA conversions from traditional IRAs and 401(k)s has been repealed, but recharacterizing Roth contributions is still permitted.
June 15, 2018
IRAs and DC plans, such as the popular 401(k), have unique tax benefits, and different rules. Understanding both can help you manage your retirement savings
June 7, 2018
You’re never too young to start saving for retirement. Here are some pointers on starting a nest egg and avoiding mistakes that might jeopardize it.
May 31, 2018
If you’re looking for maximum flexibility, consider setting up a Roth IRA (instead of a 529 plan) to defray your children’s higher education expenses.
May 18, 2018
Here’s the nitty-gritty on naming a trust beneficiary, plus insights on trust mechanics and taxation, and why bequeathing a Roth IRA appeals to many investors.
May 4, 2018
The flexibility of Roth accounts makes them a popular retirement-savings vehicle for a growing number of individuals post–tax reform.