If you’re 60 years old with $1.2 million saved for retirement in a traditional IRA, you may be starting to think about ...

According to an article by Brandon Renfro, there are three 5-year rules for Roth IRAs, but he talks about the first two as ...

I’m 68 and recently retired and have about $1.4 million in accounts intended for retirement ($1.2 million in a Traditional IRA and $110K in a Roth). I also am receiving about $47,000 annually in ...

You will owe taxes on your Roth IRA conversion in the year of the conversion. Your converted funds must stay in your Roth IRA for five years before you can withdraw them penalty-free. Roth savings ...

Before rushing to a Roth conversion, here are several important realities federal employees should understand.