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Is a Roth IRA Conversion Allowed When a Retiree Is Turning 70½?

Q: Can you do a conversion from your IRA to a Roth IRA in the year you will...

Q: Can you do a conversion from your IRA to a Roth IRA in the year you will be 70½? If so, must the conversion be done before you turn 70½? A: There’s no age...

U.S. President Barack Obama delivers the State of the Union address to a joint session of Congress in the House Chamber at the U.S. Capitol on January 28, 2014 in Washington, DC.

No 401(k)? Try Treasury's MyRA as a Starter Roth IRA

It's open enrollment season again and a third of workers don't have access ...

It's open enrollment season again and a third of workers don't have access to a 401(k) plan.

California governor Jerry Brown is about to give millions of workers a big boost toward retirement security.

Why California's New Retirement Savings Plan May Become a National Model

The plan requires small businesses without 401(k)s to set up auto-IRAs.

The California Secure Choice plan is expected to be signed into law by Gov. Jerry Brown, at left in his office.

How California Is Pioneering a New Retirement Savings Plan

The California Secure Choice program may be a game-changer for the rest of ...

The California Secure Choice program may be a game-changer for the rest of country.

The exterior of Edward Jones, a financial investment business in a strip mall in Oklahoma City, October 6, 2015.

Why This Brokerage Won't Let Investors Buy Funds and ETFs in Their IRAs

Edward Jones says it is because of the Department of Labor's fiduciary duty...

Edward Jones says it is because of the Department of Labor's fiduciary duty rule.

Why Older Americans Should Get Hip to the Roth IRA

Investors of all ages can benefit from greater tax flexibility.

Traders and other financial professionals work on the floor of the New York Stock Exchange last month.

How to Grow Your 401(k) in a Flat Market

The average retirement account balance fell over the past year, even as sto...

The average retirement account balance fell over the past year, even as stocks held their ground. Here's what to do.

Is a Roth IRA Conversion Allowed When a Retiree Is Turning 70½?

No 401(k)? Try Treasury's MyRA as a Starter Roth IRA

Why California's New Retirement Savings Plan May Become a National Model

How California Is Pioneering a New Retirement Savings Plan

Why This Brokerage Won't Let Investors Buy Funds and ETFs in Their IRAs

Why Older Americans Should Get Hip to the Roth IRA

How to Grow Your 401(k) in a Flat Market

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