Lawmakers are weighing a Roth IRA rollover proposal that could quietly rewrite the rules of how Americans build and manage ...

Converting a large sum like $865,000 to a Roth IRA is a strategic move for long-term tax benefits – including tax-free ...

When you leave a job, it is usually a smart move to take your 401(k) with you. That does not mean cashing it out, since doing ...

Federal income tax law offers tax advantages to taxpayers that save money in specially designated accounts earmarked for future educational expenses (“529 Accounts”). In addition, federal income tax ...

A new Roth IRA conversion option for unused money in 529 college savings plans, which went into effect this year, is likely to spur more college savings, according to a new survey from Saving For ...

Strategically timing withdrawals from an existing account can save you thousands. If you’re rolling the funds from a Roth 401(k) into a Roth IRA, make sure the check is sent directly to the new ...

A reverse rollover is when you roll funds from an individual retirement account (IRA) into a 401k or other workplace retirement account. But before you can initiate a rollover — you first need to ...

Retirement account balances reached fresh records in the third quarter, capping off a period of sustained growth that has ...

As many parents around the US bring their kids back to college campuses, attorneys unpack 2024 provisions that make 529 accounts more flexible in the long term. In a significant shift that offers ...

The best Roth IRA accounts include Fidelity, Charles Schwab, SoFi, Robinhood and Interactive Brokers. Roth IRA accounts offer a significant tax savings in exchange for investing for retirement.