If you’re going to save for retirement, you might as well enjoy a host of tax benefits along the way. That’s why savers are ...

Single or head of household: You must have a MAGI of $150,000 or less to contribute the full $7,000 to a Roth IRA (or $8,000 ...

I have an after-tax 401(k) that I would like to roll over to a Roth IRA with Schwab. Experts at Schwab say it can be rolled ...

Roth conversions are especially attractive when the stock market drops, according to certified financial planner Ashton ...

As a personal finance writer for TheStreet, one of my goals is to connect with you, the reader, by discussing money matters ...

Calculating when and how much of traditional retirement accounts to convert to Roth IRAs depends on a combination of tax ...

Let’s go back to the tax-bracket model that we used above. Since you’re still working and earning $80,000, you might choose ...

The Roth IRA — a popular retirement account — is similar to a traditional IRA in that you can regularly contribute to the account and watch your investments grow so you have a nest egg to tap ...

Retirement accounts such as Roth and traditional IRAs and 401(k)s are a great way to save, but mind the tax rules on ...

Without access to a 401 (k) account, one of the best tools available to you is an individual retirement account. An IRA is ...