Top 100 Firm Prager Metis has named Lori Roth as its CEO, effective immediately. The Tennessee-based Top 100 Firm announced ...

When you reach retirement age, financial decisions become even more important as you are no longer generating income from working. Every choice you make about your money has a direct impact on your ...

All future growth is tax-free, so stock market rallies don't increase how much you'll have to pay in taxes. You can delay Social Security to maximize the benefit and use those lower-earning years to ...

Thrift Savings Plan participants and spousal beneficiaries can shift money from traditional, pre-tax TSP balances to Roth accounts without leaving the plan, starting in January 2026. Starting in late ...

Even if you have already chosen an account for retirement savings, that doesn’t necessarily mean you can’t change your mind about it later. In fact, this is not at all uncommon — and many people see ...

Starting January 1, 2026, Federal employees and retirees will be able to convert money from their traditional Thrift Savings Plan accounts to a Roth TSP account. Federal employees can make their ...

Rolling a traditional 401(k) into a Roth IRA triggers immediate taxes on the full conversion amount. Roth IRAs offer tax-free growth and withdrawals with no required minimum distributions during the ...

If you're revisiting your retirement plan before year-end, a Roth conversion could be one of the smartest tax moves available. Converting a traditional pre-tax IRA into a Roth IRA now can lock in long ...

A Roth conversion—when you take money from a tax-deferred account, like a traditional 401(k) or IRA, and put it into a Roth account, typically a Roth IRA—is a financial strategy with the potential to ...

I am married, retired and 68 with an income of $200,000 a year between my pension, Social Security and investments. Everything is pretty much paid for, and we are clearly bringing in more than we ...

Many investors within five years or so of retirement have the bulk of their savings in traditional tax-deferred 401(k)s and individual retirement accounts, instead of the after-tax Roth versions of ...