My wife is currently working and has a traditional IRA with approximately $350,000 to $400,000. She is almost 65 but not ...

I receive a great many inquiries about retirement accounts. One area of particular interest is Roth conversions. Fortunately, ...

As you map out your retirement, it is important to take advantage of tax-free growth made possible by Roth conversions.

One way to do that is to convert at least some of your tax-deferred savings in your 401(k) or traditional IRA into a Roth ...

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

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. And it’s one you can arrange by keeping ...

One way to do that is to convert at least some of your tax-deferred savings in your 401(k) or traditional IRA into a Roth account. Money rolled into Roth 401(k)s and Roth IRAs grow tax free and ...