Tag: traditional IRA

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I’m 66, Have $745k Saved, and Collect Social Security. Should I Still Consider a Roth Conversion?

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Ask an Advisor: I Have $1 Million Saved for Retirement at 44. How Do I Navigate a Backdoor Roth IRA?

There are a few things you can do to keep the Roth conversion tax bite to...

At 67, I’ve maxed out my retirement accounts. Which one is the best to use once I retire?

Laying the groundwork to have a retirement nest egg takes a lot of work. As of...

Traditional vs. Roth IRAs: Which Pays Off More? A Side-by-Side Comparison in Charts.

Bottom Line When comparing a traditional IRA and Roth IRA, a person’s initial and future tax...

I just turned 73 so I need to start taking distributions from my IRA — but I don’t even need the cash

Required minimum distributions (RMDs) are a fact of life for most Americans once they reach the...

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