Thinking of converting a traditional IRA to a Roth IRA? The Kiplinger Tax Letter Editor highlights nine factors you should ...

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 ...

From a legal and regulatory standpoint, it is never too late for a Roth conversion. Under the rules, you can transfer ...

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

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

Among the investment strategies that those living in the FIRE world pursue, IRAs are a popular option. Thanks to their ...

When you leave a job, what happens to your retirement savings? If you have a 401(k) or 403(b), personal finance expert Suze ...

The government needs to raise money to expand and extend the Trump 2017 tax cuts, and there's a way to do it without raising ...

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 ...