I encouraged my wife to take a $40,000 Roth conversion in a lower tax year. Even though she has another Roth IRA at a ...

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, ...

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

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

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 ...