Converting a 401(k) to a Roth IRA can potentially provide valuable long-term benefits, but it also triggers a tax bill that ...

Taxes are a valid concern if you want to roll over $720,000 from your retirement fund into a Roth IRA. While you won’t pay any taxes if the assets you’re rolling over are held in another Roth account, ...

When it comes to paying taxes, less is obviously better. In the last few years, that has meant a big push for converting any ...

Learn how and when to convert tax-deferred accounts to a Roth IRA, the tax implications, the 5-year rule, and smart strategies like laddering or backdoor Roth conversions.

Retirement planning involves more than building a nest egg, it also requires managing taxes so you keep more of your savings. Whether you are starting your career or nearing retirement age, the right ...

Learn 5 expert-backed Roth IRA secrets that could boost your retirement savings and help you avoid common mistakes investors make.

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

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 ...

My good friend Bob from Munster had a question I thought merited visiting in the column. Bob’s question involved a topic we are dealing with more and more often in the practice and a tool we are using ...

Both accounts provide benefits, but your future financial situation plays a big role in determining which makes sense for you ...