A Roth conversion can change your retirement for the better, but only if done correctly. These are some costly conversion ...

Roth strategies are not going away. But the way certain federal employees use them is changing, and the timing of your ...

I am a 66-year-old married man with a substantial balance – $1 million-plus — in my IRA. Last year, I started to convert to a ...

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax ...

As we approach 2025, many seniors are considering Roth conversions to optimize their retirement savings. With the introduction of President Trump’s new $6,000 senior deduction, there are opportunities ...

Clients can transfer their funds from a traditional IRA or 401(k) into a Roth IRA through a Roth IRA conversion. Traditional IRAs give investors tax-deferred growth, but they still pay taxes upon ...

Roth individual retirement account conversions are up in 2024 — but there are key things to know before converting funds, experts say. There was a 44% year-over-year increase in the number of Roth ...

Tax and estate planning isn’t for the faint of heart. The rules are complex and each decision seems to have a multitude of ...

When it comes to Roth conversions, traditional advice is to convert traditional IRAs to a Roth IRA over a period of years to stay within current tax brackets. The theory is that doing so will reduce ...

As financial advisors, our heroics don’t typically make for riveting dinner conversation, but in our daily duties, we frequently step in and save the day. We wield advanced modeling tools to optimize ...

PHOENIX — Reaching your retirement goals is possible despite the bipolar nature of today’s economy, and Roth conversion can be a major factor in securing that reality. This form of asset consolidation ...

You can only use 529 funds can only cover qualified education expenses without incurring a tax penalty, but it can be hard to ...