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

Sometimes, life goes one way when you planned on it to go another. In the case of retirement planning, let's say you've been ...

A Roth IRA, under the right conditions, is the best retirement vehicle you can have. Just ask Peter Thiel. According to ...

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

Instead of buying on the dip, investors facing hefty future tax consequences on their retirement savings may want to consider a Roth conversion. Plus a Roth IRA conversion lets you convert all of ...

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 ...

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

to a Roth IRA can potentially provide valuable long-term benefits, but it also triggers a tax bill that you’ll need to plan for. While the taxes on a Roth conversion can’t be avoided ...

It makes all pre-tax contributions and earnings taxable during the year of the conversion. In the future, qualified withdrawals from the Roth IRA will be tax-free. “A conversion is beneficial if ...

If you want to make a second Roth IRA contribution within a single year, you still have time -- as long as you make the ...

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 ...