“His argument is essentially that, since my parents provided the money for the Roth, they have a say in how I invest it.”
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Tag:
Roth
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“We are reluctant to pay a financial adviser 2% of assets — roughly $160,000 per year.”
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Stocks
We’re in our 50s and have $1.5 million in traditional 401(k)s. Is it too early to start Roth conversions?
“The last adviser we worked with lost a significant portion of our portfolio.”
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Stocks
‘I’ll probably be working until I die’: I’m 60, work as a waiter and have $2,000 in a Roth IRA. What will happen to me?
“I’m afraid I’m in a bad place.”
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Stocks
I need to spend $15K on my roof. Should I take it from my Roth IRA, 401(k), IRA or money-market account?
“I’m 61 years old, single and still have a job.”
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When it comes to retirement accounts, the biggest debate that continues to rage on is this: Traditional IRA vs. Roth IRA. You have several financial pundits that promote the traditional…
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Tax-law changes may allow you to increase the transaction you had planned.
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Starting in 2026, workers earning more than $145,000 will have to make 401(k) catch-up contributions on an after-tax (Roth) basis. If your employer doesn’t offer a Roth 401(k), you may…
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Stocks
‘I was pushed out of her life when she was 18’: My estranged daughter, 29, misuses drugs. Should I leave her my Roth IRA?
“I hardly have any communication with her.”
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A Roth IRA is one of the best ways to save for retirement, but it can also be used to save for college. A Roth IRA is one of the…
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