If you have a Roth IRA, understanding the Roth IRA 5-year rule is critical to avoiding taxes and penalties when you withdraw ...

The SECURE 2.0 Act of 2022 has brought Roth status into sharper focus—mandating it for the catch-up contributions of high ...

Roth IRAs are widely known in the retirement scene for their tax-free withdrawal benefits during retirement. As long as you meet the income requirements, you can make direct contributions to a Roth ...

If you have a self-directed IRA or 401(k) and want to convert it into a Roth IRA, you may be concerned about your options and taxes. These retirement accounts are taxed in different ways, and you’ll ...

If your child has earned income, they can contribute to a Roth IRA. Due to the benefits of compounding, opening a Roth IRA for kids can significantly change their financial situation in retirement.

Employers can’t contribute directly to an employee’s personal Roth IRA, but they can still help with retirement savings in other ways. The SECURE 2.0 Act allows employers to contribute to SIMPLE IRAs ...

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 ...