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Roth Ira

Suze Orman: The 8 Qualities of a Successful Life

Suze Orman | Posted 05.15.2013 | Women
Suze Orman

There are no money problems. There are people problems. Success is not how many zeroes your bank account has. It's about making the most of the life you have.

The Five Steps for Financial Fitness

James Berman | Posted 03.10.2013 | Business
James Berman

Getting your finances into shape can appear daunting. Breaking it down into categories can help simplify the process. There are five main categories that everyone should tackle.

Retirement Plan Limits Increase in 2013

Jason Alderman | Posted 01.02.2013 | Home
Jason Alderman

The IRS announced 2013 cost-of-living adjustments to many of the amounts you and your employer can contribute toward your retirement accounts. Here are highlights of what will and won't change in 2013.

Taxes! After the Election - Now What?

Rick Rodgers | Posted 01.13.2013 | Home
Rick Rodgers

Start diversifying your savings today while tax rates are still low. The good news is there still time to take advantage of 2012 tax rates, which may turn out to be the lowest we see in some time. Here are three strategies to help diversify before the end of the year.

Online Financial Advisors: Are They Worth It?

Catherine New | Posted 11.12.2012 | Home
Catherine New

Retirement plans are like sausage. I want mine to be fat and juicy, and until recently I really didn't care how it was made. But then I got a peek at ...

Prepare Your Kids for Summer Job Expenses

Jason Alderman | Posted 06.01.2012 | Parents
Jason Alderman

If your kid is fortunate enough to find work this summer, there are a few things he or she -- and you -- should know about the economic and tax ramifications of temporary employment:

Catch Up on Retirement Savings in 5 Simple Steps

InvestingAnswers | Posted 06.18.2012 | Home
InvestingAnswers

Reaching a retirement goal on time requires aggressive saving, maximizing tax advantages, lowering your expenses and keeping a diversified investment portfolio. As the old Chinese proverb says, "The best time to plant an oak tree was 20 years ago, and the next best time is today."

"4% Rule" Serves as Guideline for Today's Retirees, But Use With Caution

Cheryl Krueger | Posted 06.04.2012 | Home
Cheryl Krueger

An estimated 10,000 baby boomers turn age 65 each day. Many of them have a significant portion of their retirement savings invested in non-guaranteed defined contribution plans such as 401(k)s and IRAs. As they retire, they will need to switch from saving to spending down.

Don't Worry, Grandma's Got It Covered

Reuters | Posted 06.04.2012 | Fifty

By Linda Stern WASHINGTON, April 4 (Reuters) - The generation that invented "helicopter parenting" is moving into its grandparenting y...

Bonnie Kavoussi

Taking To Twitter To Make Retirement Savings Trendy

HuffingtonPost.com | Bonnie Kavoussi | Posted 04.02.2012 | Home

Can Twitter make saving for retirement cool? On Friday, a day when some of the hashtags trending on the social networking site Twitter included #If...

What Is a Roth IRA? A Short and Simple Guide

J.D. Roth | Posted 05.28.2012 | Home
J.D. Roth

Even if you don't have a retirement plan through your job, you can still save for the future. One of the best ways to do so is through a Roth IRA.

Here's The Best Way To Take Advantage Of Your Retirement Benefits

Reuters | Posted 05.15.2012 | Home

By Heather Struck NEW YORK, March 14 (Reuters) - Americans often view saving for retirement as a choice between contributing to a workplace 40...

Boosting Your Retirement Plan Contributions

Jason Alderman | Posted 03.14.2012 | Business
Jason Alderman

For the first time since 2009, the IRS has increased the amount people can contribute to their 401(k) and other defined contribution plans.

The Best Option For Investing, From Suze Orman

Posted 03.12.2012 | Women

Finance expert Suze Orman shares why she loves Roth IRA's and what benefits they have for you. Get Suze's FREE download to The Money Navigator enter ...

How to Undo a Roth IRA Conversion

Jason Alderman | Posted 03.05.2012 | Business
Jason Alderman

The IRS allows taxpayers at any income level to convert part or all of their regular IRAs or 401(k) plans to Roth IRAs. Although such conversions can provide long-term tax advantages -- especially for younger people -- they can be expensive in the short term.

Catherine New

Why Gen Y Still Invests In Stocks

HuffingtonPost.com | Catherine New | Posted 12.30.2011 | Business

People born in the 1980s are more into the stock market than one might think, according to one new study. While analysts have worried that the volatil...

Deadline Approaches for Mandatory IRA Withdrawals

Jason Alderman | Posted 01.30.2012 | Business
Jason Alderman

Because calculating required minimum distributions can be fairly complicated, especially the first time out, you may want to give yourself the gift of a session with a financial planner for your 70th birthday -- or sooner, if possible.

Retirement Contribution Limits Largely Unchanged

Jason Alderman | Posted 11.17.2011 | Healthy Living
Jason Alderman

You'll probably hate me for bringing this up so soon in the New Year, but it's time to begin planning for your 2011 taxes -- or at least, about the ta...

Not a Millionaire? Better Study Gift Tax Rules

Jason Alderman | Posted 11.17.2011 | Healthy Living
Jason Alderman

Millionaires can probably skip this column. Most likely they've already got a team of financial professionals advising them about the best ways to pas...

New Law Gives a Boost to Surging Workplace Roth Accounts

Mark Miller | Posted 05.25.2011 | Business
Mark Miller

A little-noticed provision of a law signed by President Obama this week promises to boost the use of Roth accounts in workplace retirement plans.

Understanding Roth 401(k) Plans

Jason Alderman | Posted 11.17.2011 | Healthy Living
Jason Alderman

Personally, I am a big fan of all things Roth. I'm 40-years-old and the bulk of my own retirement savings are in Roth accounts.