Diving into the J-Curve tax strategy to learn more and see if it's an accessible way to slash your IRA conversions ...

The Change Chart Type utility in Microsoft Excel features several graphs from which you can select to convert your current Excel chart into a graph. Choosing a new graph type from the utility ...

I found your column “Do Roth IRA conversions still make sense with the passage of the GOP tax law?” very helpful and I better ...

Create a table consisting of data or use an existing table consisting of data. Now highlight the table and then go to the Insert tab and click the Object button. An Object dialog box will open. Scroll ...

Sometimes, life goes one way when you planned on it to go another. In the case of retirement planning, let's say you've been saving money in a tax-deferred retirement account (like a traditional ...

The Internal Revenue Service is going to get its piece of your hard-earned, tax-deferred retirement savings accounts — it’s just a matter of when. A harsh reality? Perhaps. A chance to think ...

Prior to Office 2007, the Drawing toolbar in Office applications contained a button labeled "Insert Diagram or Organization Chart." The toolbar no longer offers the button, but Office programs still ...

Conversion rate is one of the most common metrics used by marketers, sales folks, and business professionals. It is discussed often and taken on the surface as an important metric or key performance ...

Learn what Roth conversions are and the mechanics behind them. Roth conversions aren't nearly as scary as they may sound. They can also be one of the more valuable financial planning tools available ...