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

Here's how the new IRS inflation adjustments are increasing the contribution limits for your 401(k) and IRA in the new year.

The logic goes a little something like this: When you’re changing over to a new job with its own 401(k), instead of rolling your old 401(k) into your new one, you could move it to a Roth IRA. Yes, you ...

Who doesn’t appreciate tax-free investment growth, tax-free withdrawals and not having to take required minimum distributions ...

While time is running out to make Roth conversions before the end of the taxable year, consider taking your time and developing a long-term strategy.

Recently on the “Erin Talks Money” show, host Erin Moriarity spoke with tax and retirement planning expert Ed Slott. Slott is widely regarded as one of the top experts in the field, having spent his ...

I have an after-tax 401(k) that I would like to roll over to a Roth IRA with Schwab. Experts at Schwab say it can be rolled over to a Roth IRA without paying any taxes. I think they are wrong as I ...

Every week, Allworth Financial’s Steve Hruby, CFP®, and Bob Sponseller, ChFC®, answer your questions. If you, a friend, or someone in your family has a money issue or problem, feel free to send those ...

Nothing about the American retirement system is simple. If it were a life raft, most of us would drown. If it were a fire extinguisher, most of us would burn to death. It is a system that we are ...

Jody, just shy of 64, has about $400,000 in a Roth IRA and an emergency fund. His home, which he calls his "forever home," is worth just under $1 million, and he still owes $135,000 on his mortgage.