Making the switch to a Roth makes sense for some, and there are plenty of ways to pay the tax bill.
Kimberly Lankford helps you find a qualified tax preparer and answers your questions on Roth IRAs, 401(k) rollovers and more.
A parent asks Kimberly Lankford to explain the rules of funding an account for a child and how the money should be invested.
Think you made a mistake? Roth IRA conversions come with an escape hatch.
These plans may need some improvement, but they're not ready for the scrapheap.
Our five-step plan will get you there.
Use these tips and tools to create your personal retirement plan.
Get free financial advice during Kiplinger's Jump-Start Your Retirement Plan Days.
These committed savers ask how best to invest after they've fully funded their tax-deferred accounts.
Financial planners will be standing by to take your calls on Jump-Start Your Retirement Plan Days.
Here's what you need to know about switching a traditional IRA to Roth now that the income limit has disappeared.
Follow these steps to add more to your retirement account each month.
As you prepare to fill out your 2009 tax return, take note of new tax rules that will apply for 2010.
Kim Lankford responds to more questions about converting a traditional IRA to a Roth and opening an account for a child.
Roth conversions don't make sense for everyone. But with new rules in 2010, it's wise to run the numbers.
If your grandchildren have earned income, you can contribute to their retirement accounts.
Welcome to the year of the un-COLA.
Lock in tax-free retirement income with no money down and up to three years to pay.
Kimberly Lankford explains how to buy Australian bonds, how to get a better tuition tax break and more.
With a fat emergency fund, this high school teacher can also afford to start a Roth IRA.
Kim Lankford reflects on the questions she received -- and advice she gave -- throughout 2009.
You and your significant other could agree not to give each other presents and use the money to improve your finances instead.
It doesn't wrap very well, but putting your kids on the path to retirement security is a gift worth giving.
Kimberly Lankford tackles broker inactivity fees and saves one reader $430.
You can skip your distribution this year and save on taxes.
Max out your contributions while you can; limits won’t increase in 2010.
If you have money hanging out in an account with a former employer, move it into your new 401(k), IRA or Roth IRA.
Much maligned a few years ago, cash balance plans now have a chance to be a useful cost-cutting tool for pension plan sponsors.
If you're 59½ or older, follow these steps to access your money.
Learn how to better manage your money with these simple and practical lessons.
See if your company's plan stacks up.
Working longer and contributing more are the keys to reviving your savings.
One of the new paradigms is that you, the investor, should be in charge. But that doesn't mean you want a yes man.
Don't leave an introductory meeting with a financial planner without learning these four things.
The questions keep rolling in about converting traditional IRAS to Roths.
Kimberly Lankford answers readers' questions about the new rules that take effect in 2010.
Pay Uncle Sam upfront and get tax-free income in retirement.
An increase in the U.S. savings rate is good news over the long term. But if the steep incline continues, it could jeopardize economic recovery.
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Learn if a Roth IRA at Scottrade is right for your retirement plan. |
Financial Advisor
You can find a CERTIFIED FINANCIAL PLANNER near you at Ameriprise.com. |