Retirees with significant assets often have to plan around required minimum distributions (RMDs). If you already have ...

There is no age limit on Roth conversions, so you can transfer pre-tax savings into a Roth IRA regardless of your age or retirement status. As long as you have qualifying funds in a pre-tax portfolio, ...

Savings on taxes is the biggest reason to add Roth IRAs to your retirement portfolio, and it’s never too late (or too early) to do so. That’s the thinking of CPA Larry Pon, founder of Pon & Associates ...

Learn how a Roth retirement portfolio earned $175k+ tax-free in 2025 using high-yield funds and swing trading with charts, ...

At age 50, Roth contributions might be valuable, for the right household. With a Roth portfolio, the question is balancing the opportunity costs against long-term savings. Here’s the general rule of ...

The Half Million Dollar Income Portfolio had its position in Baker Hughes sold. However, this, combined with my son's Christmas income was used to invest in Johnson & Johnson. Johnson & Johnson is the ...

A Roth IRA, under the right conditions, is the best retirement vehicle you can have. Just ask Peter Thiel. According to ProPublica reporting sourced from IRS records, between 1999 and 2021 Thiel grew ...

SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. By your early 60s, you’ll likely be paying close attention to your finances and retirement savings.

With retirement planning and taxes, there are often two ways to look at a question: First, can you do something, and then, should you do it? For example, let's say we have a household planning for ...

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