Thanks to an Obscure Rule, I Make More Money from These Two Dividend Stocks
When my family was young, I bought dividend stocks to provide a source of income in case I was unemployed …
Roth account
Schwab Recommends These Strategies for Roth IRA Conversions
Converting a traditional IRA to a Roth IRA can help you minimize taxes in retirement. But executing the conversion strategically …
I’m 62, Have No Debt and Have a Part-time Job. My Advisors Say Keep Saving, but My Kids Say “spend” – Should I Opt for a Roth 401(k)?
“I think I should contribute to the Roth 401(k). This will not be matched.” (Photo subject is a model.) – …
I’m 60 and Have $1.2 Million in a Roth IRA. How Do I Make Sure This Money Lasts for the Rest of My Life?
Planning for a Roth IRA is a little different than most other retirement investments. This tax-advantaged account generates completely untaxed …
I’m 65, on Social Security, and Have $830,000 in a 401(k). Is it Too Late to Convert to a Roth IRA?
There is no age limit for Roth IRA conversions. There is no age limit for Roth conversions, so you can …