Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Anthony Battle is a CERTIFIED FINANCIAL PLANNER™ professional. He earned the Chartered ...

Roth strategies are not going away. But the way certain federal employees use them is changing, and the timing of your ...

A Roth individual retirement account (IRA) can be a helpful tool for retirement planning. These tax-advantaged accounts offer ...

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax rate at distribution. Tax-free growth in a Roth IRA is a significant ...

This article, the second of a three-part series on how to implement an effective backdoor Roth strategy, was written by guest contributors Steven Jarvis, CPA, MBA, and Matthew Jarvis, CFP. Continuing ...

There is no age limit on Roth conversions, so you can transfer pre-tax savings into a Roth IRA regardless of your age or retirement status. As long as you have qualifying funds in a pre-tax portfolio, ...

Roth IRAs are tax-advantaged retirement accounts available to workers under a certain income. Roth IRAs grow through a combination of annual contributions and investment earnings. Roth IRA growth ...

A backdoor Roth IRA isn’t a specific type of individual retirement account. Rather, it’s a description of a strategy to help wealthier taxpayers avoid certain Roth IRA restrictions. Financial advisors ...

Beginning to save for retirement early on makes a big difference in financial security later in life. Read on to learn how custodial Roth IRAs can teach young people important money skills, helping ...

This article, the first of a three-part series on how to implement an effective backdoor Roth strategy, was written by guest contributors Steven Jarvis, CPA, MBA, and Matthew Jarvis, CFP. However, ...