Happy Birthday, IRA The IRA turns the big 3-0. Join the party and find out how to make the most of this tax-sheltered savings opportunity. MORE...
ASK KIM
When to Tap Your Roth Earnings By Kimberly Lankford email | bio I started the Roth in 1998 and made contributions in 1999. Can I withdraw the entire amount tax-free this year or did the 1999 contribution start a new five-year test, pushing my tax-free access back until 2005? MORE... | Past
Columns
IRAs
Smoothing the Road for Retiree Rollovers Moving your money from one type of retirement plan to another is a lot easier now. MORE...
Make the Most of Your Roth IRA It's not so much whether to use this tax shelter, but which way to
use it. MORE...
Roth IRA Rules for Kids Here are the guidelines for opening a Roth IRA account for a child. MORE...
GETTING STARTED
By Kimberly Lankford