Therefore, a Roth IRA provides a "much longer runway for tax-free investing," said certified financial planner Thomas Scanlon ...

For high-income earners, including physicians, getting funds directly into a Roth IRA or other after-tax accounts can be a ...

The idea of paying taxes now in exchange for the prospect of lower taxes decades in the future struck me as preposterous.

By performing Roth conversions, our clients can reduce the size of their traditional IRAs, enabling them to lower their future RMDs. This can be particularly beneficial for those who anticipate being ...

Converting a large sum like $865,000 to a Roth IRA is a strategic move for long-term tax benefits – including tax-free ...

In a previous article about Roth conversions, an advisor wrote: "For many folks, a prime time for Roth conversions takes ...

Financial experts are warning against rigid, long-term Roth conversion plans that could hurt your retirement goals.

Would you send the government a big check this year — in return for a potentially far larger future tax break?

When you leave a job, it’s generally a good idea to take your 401(k) plan with you. This doesn’t mean you should cash it out, ...

Discover how converting your traditional IRA to a Roth IRA can provide tax-free withdrawals and no RMDs for you and your ...