As tax rates are expected to rise and the federal deficit reaches historic highs, many Americans approaching retirement are ...

If you are considering doing a Roth conversion, this article is for you. This is the third column in a three-part series. The first one, “10 reasons not to do a Roth conversion,” ran in early June and ...

Roth conversions and other Roth strategies can be complex, but don't dismiss these tax planning tools outright. They could ...

When you reach retirement age, financial decisions become even more important as you are no longer generating income from ...

Recent dips in the market were good opportunities to convert traditional IRAs and 401(k)s to Roth accounts, advisors say. But clients who missed out shouldn’t despair. “Periods of increased market ...

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 ...

Starting in 2026, the Thrift Savings Plan (TSP) will give every federal employee a new power move. For the first time, you’ll ...

Any money you move from a traditional IRA to a Roth IRA is treated as ordinary income. That's why you should make these ...

Owning high yield dividends, doing backdoor conversions, and custodial Roth IRAs are just a few options Are you ahead, or behind on retirement? SmartAsset’s free tool can match you with a financial ...

A Roth IRA conversion is available any time you have money in a qualifying pre-tax account. People choose to make a ...

Learn the updated 2025 backdoor Roth IRA strategy step‑by‑step—from contribution limits and MAGI thresholds to tax filing and ...