REIT dividend yields are historically high. Click here to read more about a REIT portfolio generating $1,000 monthly dividend income.

Unlike a taxable brokerage account, where you owe capital gains taxes, dividend taxes or interest income taxes, earnings in a Roth IRA grow completely tax-free. A Roth IRA is also ...

Curious if a Roth conversion might boost your Social Security benefits? Here’s the reality: while converting to a Roth IRA ...

Composed of ultracheap Fidelity and Vanguard index funds, these three-fund portfolios provide exposure to every major asset ...

For high-income earners, including physicians, getting funds directly into a Roth IRA or other after-tax accounts can be a ...

If you have a Roth IRA, you may be planning to use it as part of your retirement income. The Roth IRA is a savings vehicle that allows your investments to grow tax-free. While these accounts ...

Generally speaking, the lower your income in a given year, the more favorable it is for you to convert to a Roth IRA. So, for example, if you have already retired, but have not started collecting ...

Roth IRAs give you the benefit of tax-free growth and withdrawals. You also don’t have to worry about required minimum distributions. It pays to consider a Roth IRA for its flexibility ...

Are you looking to open a Roth IRA to let your money grow tax-free? Roth IRAs are individual retirement accounts that let you save for retirement with after-tax dollars. Since taxes are paid on ...

Rothification is the conversion of an ordinary individual retirement account or 401(k) into a Roth I.R.A. For simplicity ... Kotlikoff gives an example of a 65-year-old single retiree in Tennessee ...

The Roth IRA from a tax perspective is seen by many ... This allowed Thiel to use his Roth portfolio to hold private stocks with extraordinary returns, such as PayPal and Facebook.

For example, say that you’re 62 years old. You have $1.6 million in a 401(k). If you convert this portfolio to a Roth IRA 10% at a time, you can avoid required minimum distributions on your $1.6 ...