Index funds have basically become the default recommendation for retirement investing, and for good reason, as low fees, broad diversification, and decades of data showing they outperform most ...

A Roth conversion can be a game-changer for your retirement, but it comes with a catch: the upfront tax hit. This brief quiz ...

Required minimum distributions and Roth conversions are colliding in 2026 in a way that will force retirees to pick a side: ...

RMDs can also act as a nudge for estate planning. If you have sizable account balances, these required withdrawals can be ...

Civilian federal employees and uniformed service members will soon be able to convert their pre-tax Thrift Savings Plan ...

A new rule for the federal government’s retirement plan will allow enrolled workers and retirees to convert funds to Roth accounts.

Before rushing to a Roth conversion, here are several important realities federal employees should understand.

Seasoned federal employees who survived the turmoil of 2025 might be thinking: Should I retire in 2026? You should make this most crucial and personal of decisions on the basis of where you want to be ...

These days, we're hearing a lot about the many benefits of Roth accounts. However, they're not the best choice for every investor. In this podcast, Motley Fool retirement expert Robert Brokamp speaks ...

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax rate at distribution. Tax-free growth in a Roth IRA is a significant ...

'It seems like the perfect situation for charlatans' "There are numerous 'advisers' out there that claim to have a method by which Roth conversions can be done without taking the normal tax hit." ...

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 ...