The choice between pre-tax and Roth 401(k) contributions may be trickier than you expect, financial experts say. Here’s what to know.
Roth IRAs can be a powerful way to save money since withdrawals are generally tax-free in retirement. But a “five-year rule” could trigger a tax bill later.
If you completed a Roth individual retirement account conversion in 2022, your tax return may be complicated. Here’s what filers need to know.
Lawmakers say new rules would rescue funds from tax penalties and promote more college savings. Others think the measure amounts to a tax break for wealthy.
An increasing share of employers are making Roth 401(k) plan savings available to workers. But the accounts don’t necessarily make sense for everyone.