The post Roth Conversions Face Shifting Tax Rules appeared first on Self Employed.

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 ...

With the 2017 Tax Cuts and Jobs Act (TCJA) set to expire at the end of this year, financial advisors and tax professionals find themselves in a familiar position—navigating uncertainty. Tax laws are ...

Tax season is the perfect time to review your Roth IRA contribution strategy. While Roth IRAs offer incredible tax advantages, they come with specific rules that can trip up even savvy investors.

There are two 5-year rules: One for contributions and the other for conversions. A subset of rules exists, based on your age. It’s important to know which qualified expenses allow you to withdraw ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. The Roth IRA is one of the most powerful savings tools ...

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 ...

It's easy to understand why Roth IRAs (individual retirement accounts) are a popular retirement savings vehicle. IRAs are funded with after-tax dollars and offer tax-free growth and withdrawals. And ...