The IRS released 2026 tax brackets—here’s how understanding your bracket can help you save with smart retirement and Roth ...

Climbing the retirement mountain takes years of saving discipline. But descending safely—turning savings into sustainable ...

A CFP explains how to convert a $1.6M 401(k) to a Roth IRA without triggering high taxes, plus tips on timing, tax brackets, and working with a pro.

Readers ask about managing inherited property among a group, mistaken health savings account withdrawals and the taxability ...

I retired in 2022 at 62 years old. I have a $2,900 monthly pension and draw $1,900 per month in Social Security. I have ...

When it comes to managing retirement income, taxes can be one of your biggest – and most overlooked – expenses. Many retirees ...

Medicare premiums are based on taxable income and a sudden increase can raise your costs. So if you are considering a Roth ...

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

For millions of Americans approaching retirement, the dream of leaving work behind depends on one crucial question: how to ...

Dear Dan, I found your column “Do Roth IRA conversions still make sense with the passage of the GOP tax law?” very helpful and I better understand the strategic choice a conve ...

It might seem counter intuitive to decide to pay MORE taxes now, rather than defer them, but in some cases, that can be a ...