Roth IRAs
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Roth Conversions: The Case for and Against Them
Roth IRAs Have you been tempted to jump on the Roth IRA conversions bandwagon? Check out the pros and cons to see if they make sense for you.
By Evan T. Beach, CFP®, AWMA® Last updated
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Roth IRA Contribution Limits for 2024
Roth IRAs Roth IRA contribution limits have gone up for 2024. Here's what you need to know.
By Jackie Stewart Last updated
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How to Roll Over a 401(k)
Here's how to roll over a 401(k) to a traditional IRA, Roth IRA or even to a Roth 401(k).
By Coryanne Hicks Published
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Should You Take Your Pension as a Lump Sum?
The answer depends on multiple factors, such as what your alternative investment options would be, whether you want to leave money to a beneficiary and more.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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5 Ways to Catch Up on Retirement Savings
If you’re in your highest-earning years, you can make up for lost time.
By Sandra Block Published
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What to Know Before You Inherit an IRA
Managing the taxes that come with an inherited IRA takes smart planning, especially since the SECURE Act eliminated the 'stretch IRA' game plan for most folks.
By Antwone Harris, MBA, CFP® Published
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Naming Beneficiaries for Inherited IRAs: What You Need to Know
The rules for how to handle an inherited IRA differ depending on the beneficiary, and you should also consider the tax implications of required minimum distributions (RMDs).
By Patrick M. Simasko, J.D. Published
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How to Optimize Your RMDs in Retirement
No matter where you are in your financial journey, many options are available, including eliminating RMDs altogether through Roth conversions.
By Isaac Morris Published
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How Non-Traded REITs Could Give Your Roth IRA a Boost
In addition to increasing the diversity of your portfolio, adding a non-traded REIT within your Roth IRA allows the resulting dividends to grow tax-free.
By Edward E. Fernandez Published