Roth IRAs

From accidentally paying state taxes on T-bill income to wonky filing deadlines, these tips will help make a federal tax return sparkle. Or at least clean.

A young lawyer and his wife are planning to have some well-educated kids. How can they get financially ready?

Contributions to 401(k)s and IRAs now can reduce your 2022 taxes soon due this filing season. Here's what advisors, many of whom can themselves benefit, need to know.

A young lawyer in upstate New York wants to save in a Roth individual retirement account, but his salary is about to push him over the income limit. What should he do?

Lawyers and compliance experts say advisors and brokers should still put clients' interests first when considering taking money out of a 401(k).

With 10 to 20 good working years left, financial advisors describe what their middle-aged clients are doing to get ready for a non-work life.

The SEC, FINRA and NASAA issued an investor alert warning of fraud, fees and tax complications for self-driven retirement accounts that invest in alternative assets.

SECURE 2.0 fueled an expansion of the 'Cadillac' of nest eggs. Here's what you need to know.

Wealthy retirees seem to have scored big in Congress' sweeping year-end spending package.

The package is aimed at boosting retirement security for most Americans, but several key provisions are useful for the affluent.

Planners warn that clients still need financial education to understand the ins-and-outs of new plans.

Popular brokerage is letting investors put retirement money into traditional and Roth IRAs.

From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.

More tax savings means happier clients and potentially wealthier financial advisors.

With markets down so far this year and persistent inflation back, certain tax-saving moves can be particularly useful.

A new Fidelity report showed that despite the pressures of inflation, most people with 401(k)s kept contributions steady in the third quarter.

While the new 10-year rule slams heirs, it may also afford some increasing largesse.

An IRS proposal has spawned confusion about whether non-spousal heirs to Roth plans need to take RMDs before draining the accounts after 10 years.

In a time of economic uncertainty, investors are looking to make the most out of their IRA savings.

A columnist makes the case, with caveats, for tapping certain retirement accounts rather than the traditional savings plans.