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

If you need retirement funds for living expenses now, paying taxes on a Roth conversion may cost more than it saves. But, if ...

If you’re looking for a tax-savvy way to deal with you required minimum distributions (RMDs), converting them into a Roth IRA ...

Also: Small-cap stocks, a bond-market warning, and two metals that might join the amazing rally for gold and silver.

For working age Americans who have stashed capital away diligently in their 401(k) plans, or other similar plans, for many ...

Should you do Roth conversions? Stick to the math for the answer. - /iStockphoto. When it comes to paying taxes, less is ...

While a conversion can be the right thing for some retirees or soon-to-be-retirees to do, finance experts suggest 10 times ...

With interest in gold IRAs rising during uncertain economic times, Clute Journals: Investing has released an easy-to-follow guide showing how to roll over your IRA or 401(k) into a gold IRA.

My wife and I are contemplating doing Roth conversions with part of our IRAs. We were thinking of doing monthly conversions, ...

With hundreds of provisions, the recently enacted One Big Beautiful Bill Act (OBBBA) is certainly big. That being said, OBBBA is not SECURE 3.0. Unlike the original SECURE Act and SECURE 2.0, OBBBA ...

After Donald Trump signed a sweeping tax and policy bill, the One Big Beautiful Bill Act, into law on July 4, Roth conversions could end up costing some clients money, warned Robert Keebler, a CPA at ...

A previous version of this story included the wrong figure for the top of the 12% tax bracket for married taxpayers filing jointly. The correct figure is $96,950. Fritz Gilbert was taking a break from ...