IRAs

Tax expert Ed Slott talks with Christine Benz about when Roth conversions make sense, why the years before RMDs can be especially advantageous, and how to handle the tax bill.

Christine Benz talks with tax expert Ed Slott about withholding taxes versus quarterly payments, Medicare’s IRMAA surcharge, and how new retirees can create a tax-smart withdrawal strategy.

These minimalist portfolios include three Fidelity index funds in varying allocations for a variety of life stages.

A new IRS reporting code has exposed conflicting custodian practices with IRA checkbook donations.

An age gap can complicate retirement. Here’s how couples can coordinate Social Security, investments, healthcare, and long-term care.

Assessing the pros and cons of 3 main approaches.

Missing the 60-day rollover deadline has tax consequences, but IRS relief may be available.

Plus, fund ideas for keeping it simple and striving for capital appreciation.

Confused about which vehicles to fund first? We can help.

From bigger withdrawal amounts to smart tax and portfolio moves, these RMD developments are worth a closer look.

On my failings as an investor.

Learn when to use a transfer or a rollover and how to avoid the IRS’ strict 12‑month rule.

Tax-free withdrawals from Roth accounts are a major selling point, but Baird’s Tim Steffen argues that traditional tax-deferred contributions are a good idea in some situations.

Baird’s Director of Advanced Planning Tim Steffen discusses how the tax benefits of these two savings vehicles stack up.

The new online IRA marketplace and Saver’s Match could boost participation.