Tag: roth

Retirement Savings: I Lost $400K in a Roth IRA

Finance and retirement planning experts are usually quick to recommend that one set money aside in a Roth account. And it looks like...

Ask an Advisor: I'm Converting $700k to a Roth to Avoid Upcoming RMDs, but I'm Getting Conflicting Info About Having to Wait Five Years....

The first five-year rule dictates that you must wait five years after your initial contribution to a Roth IRA before you can make...