Americans living abroad can still benefit from a Roth IRA for retirement savings, just like those in the U.S., but there are some extra considerations. Both expatriates and U.S.-based savers need ...

Discover smart investments for Roth IRAs, avoid prohibited transactions, and understand contribution limits for optimizing your retirement savings.

If the complexity of the Roth vs. traditional IRA decision is preventing you from opening an account, just know that simply ...

Investing in a Roth IRA can be a smart way to save for retirement, but enjoying the tax benefits of a Roth generally takes some patience. That’s because you fund these accounts with after-tax ...

It indicates an expandable section or menu, or sometimes previous / next navigation options. Understanding the basic Roth IRA withdrawal rules Rules for withdrawing from a Roth IRA Roth IRA early ...

In the last few years, we've seen a flurry of new retirement rules and changes to tax law affecting retirement account contributions and withdrawals. The sweeping new rules impact nearly every ...

Discover the rules, tax implications, and strategies for using an IRA to invest in real estate properties, including homes, commercial spaces, and land.

Tax and estate planning isn’t for the faint of heart. The rules are complex and each decision seems to have a multitude of ...

Millions of Americans are waking up to a new kind of tax shelter that behaves like a Roth IRA turned up several notches, with ...

The 529 plan must be open for at least 15 years. You cannot convert 529 contributions made within the past five years (or the ...