20 Feb Should I pare back 403(b) saving in favor of Roth IRA?
Being tax diverse in your retirement savings can be a great strategy....
30 Dec Should I do a Roth or traditional IRA? I want to save more.
Which IRA to choose depends on current and future tax burdens. ...
11 Nov Can we merge a Roth and traditional IRA into one account?
Here's what you need to know before you do a Roth conversion....
01 Nov Can I convert my savings to a Roth IRA?
A Roth IRA conversion has several moving parts to consider. ...
04 Sep Can peace officers take money early from a Roth?
There is a special exemption, but not for Roth IRAs....
09 Jul Can I take money from my Roth IRA without penalty?
There are rules governing when you can take from your Roth without penalty....
23 May Can my grandchildren be beneficiaries of my Roth IRA?
An inherited Roth IRA is a gift that keeps on giving. ...
26 Apr Can I put IRA withdrawal in a Roth IRA?
You can't simply add IRA money to your Roth. There are rules to follow....
27 Feb Are Roth IRAs included in totals on tax forms?
What you need to know about Roth IRAs and your tax return. ...
02 Nov Be careful when choosing a beneficiary
What you need to know about assets left to a living trust. ...