Rolling over an IRA means transferring funds from one retirement account to another without tax penalties, helping maintain ...

Daniel Liberto is a journalist with over 10 years of experience working with publications such as the Financial Times, The Independent, and Investors Chronicle. Samantha (Sam) Silberstein, CFP®, CSLP® ...

A Roth individual retirement account allows tax-free growth of retirement savings. It’s an attractive concept as it can help reduce your tax burden in retirement, a time when most people are limited ...

Taxes are a valid concern if you want to roll over $720,000 from your retirement fund into a Roth IRA. While you won’t pay ...

In the most recent Ask The Hammer, a reader asked: I have three inherited retirement plans, two of which are 403(b) plans. I've had them for three years now. Can I still convert them to an inherited ...

If you've ever inherited a retirement account, you've probably wondered how to use the funds best. Your new account can help jump-start your journey towards financial freedom. Converting some of your ...

Your gold IRA company will match you with a gold IRA custodian (this is an IRS-approved entity that holds your gold IRA). A gold IRA custodian allows you to open a self-directed IRA with them, which ...

Converting a traditional individual retirement account to a Roth IRA is a powerful way to reduce taxes in retirement. Essentially, you’re choosing to pay taxes now in exchange for tax-free withdrawals ...