Information provided on Forbes Advisor is for educational purposes only. Your financial situation is unique and the products and services we review may not be right for your circumstances. We do not ...

Information provided on Forbes Advisor is for educational purposes only. Your financial situation is unique and the products and services we review may not be right for your circumstances. We do not ...

Converting a Traditional IRA to a Roth isn’t complicated once you’re clear on the taxes you’ll owe, but for anyone 60 or older, the upfront tax hit (and the bigger RMDs you’re trying to avoid) can ...

If you have an individual retirement account (IRA), you might have considered converting it into a Roth account at some point. But you might not know the best time to do a conversion, or even if doing ...

YTD measures stock performance from the start of the current year. YTD is used for clear, consistent start points in ongoing market activity. Using YTD alone can skew stock performance insights; ...

The declaration date is when a company announces its next dividend payment; it's also an option's expiration date. Once a dividend is declared, it becomes the company's legal responsibility to ...

Chris Wedel is a fan of all things tech and gadgets. Living in rural Kansas with his wife and two young boys makes finding ways to stay online tricky — not to mention making my homestead smarter.

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Eric's career includes extensive work in both public and corporate accounting with ...

Roth IRA conversions let you transfer tax-deferred savings to a Roth account for tax-free retirement withdrawals. Large Roth conversions can raise your tax bracket, increasing the taxes due on the ...