News

Should you choose a Roth IRA over a 401(k) for retirement savings?
RMDs: Beginning at age73 (or 75 if you were born in 1960 or later), you must begin taking RMDs from your 401 (k), even if you ...
Roth IRA Conversions in the Summer? Why Now May Be the Sweet Spot
Converting now would enable you to spread a possible tax hit over more than one payment while reducing future taxes.
Are You Ready to Start Spending Your Roth IRA? Ask Yourself These Questions to Find Out.
One nice thing about Roth IRAs, as opposed to traditional IRAs, is that you're not forced to take required minimum ...
The Roth IRA Advantage: 10 Things Every Saver Needs to Understand
A Roth IRA can be a great way to save for retirement, as the accounts have no required minimum distributions and you can ...
I have $6.5 million in retirement savings and support my working son. Should we move to a state with no income tax?
My wife and I are 67 and 62, respectively. We own our apartment valued at $825,000. I also own an apartment with our only ...
Suze Orman explained on her podcast why a retiree’s $1.6 million 401(k) rollover plan would backfire
Suze Orman was as candid as ever when Gina, a 56 year-old retiree, called into her Women & Money podcast earlier this year.
I’m a Financial Expert: This is the No. 1 Mistake Americans Make With Their Roth IRAs
Roth IRAs are one of the most powerful tools for retirement savings, offering tax-free growth and tax-free withdrawals in retirement. Read More: What $1 Million in Retirement Savings Looks ...