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

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

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

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation.

While some 'golden rules' stay in style forever, the financial landscape is constantly evolving. Here are five common myths ...

That's a great question, and definitely something worth thinking about. Whether a Roth conversion makes sense really depends on the specifics of your situation. Let's walk through how to evaluate ...

Transferring some of your retirement savings from a tax-deferred account like a 401(k) to a Roth IRA can help you reduce or ...

Is it wise to start converting my 401(k) into an IRA (and then Roth) by 10% per year in order to avoid having to claim too ...

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 ...