The deadline for making your annual required minimum distribution (RMD) from certain retirement accounts is almost here-and ...

Key Points Rolling a traditional 401(k) into a Roth IRA triggers immediate taxes on the full conversion amount. Roth IRAs ...

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

The IRS also forces people with a traditional retirement plan to start withdrawing their money eventually. Those forced withdrawals are known as required minimum distributions, or RMDs, and they can ...

There are plenty of ways to minimize your tax liability and that’s especially true when you have worked hard to sock away retirement money. Tax advisors are constantly searching for new ways to avoid ...

An individual retirement account is an excellent way to save for retirement. Many employers allow you to invest pre-tax money in your IRA right from your paycheck, so it’s easy and convenient. However ...

Test your basic knowledge of traditional and Roth contribution rules in our quick quiz.

I have had carryover losses for years now, only being able to deduct $3,000 a year and still have a lot of losses to deduct going forward. If I make an IRA withdrawal, can the tax on this withdrawal ...

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There are 5 times you may want to name your trust as an IRA beneficiary. Is most other scenarios this could be a huge estate ...