Many investors within five years or so of retirement have the bulk of their savings in traditional tax-deferred 401(k)s and individual retirement accounts, instead of the after-tax Roth versions of ...

Required minimum distributions (RMDs) can cause a tax headache. If you don't need the money, you may want to leave your savings alone. One lesser-known rule may help some savers avoid RMDs in certain ...

A Roth IRA conversion lets you move money from a traditional IRA or 401(k) into a Roth IRA. You’ll pay taxes on the amount you convert now, but you’ll gain tax-free growth and withdrawals later in ...

Ed Rhee, a freelance writer based in the San Francisco Bay Area, is an IT veteran turned stay-at-home-dad of two girls. He focuses on Android devices and applications while maintaining a review blog ...

“We would have been able to include even more residential units if the new City of Yes for Housing Opportunity zoning text amendments had been approved earlier,” said Steinwurtzel. Image courtesy of ...

If you were planning a Roth conversion maneuver this year, the newly-introduced One Big Beautiful Bill (OBBB) doesn’t directly impact the strategy. However, it does have an indirect impact that could ...