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.

Transferring retirement savings from a 401(k) or similar tax-deferred account to a Roth IRA can help keep you from having to ...

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

If you’re like Mark, Susan or Tom, your retirement and legacy goals will shape the strategy for your wealth. There’s no ...

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

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 ...