Curious if a Roth conversion might boost your Social Security benefits? Here’s the reality: while converting to a Roth IRA ...

However, RMDs don't apply to Roth individual retirement accounts while the owner or surviving spouse is alive. That can ...

Contributions to a Roth IRA can be withdrawn penalty-free to open a 529 plan. 529 plans allow contributions to grow tax-free ...

Trump's 2017 tax bill is up for renewal this year. Here's what it means for your taxes and how to take advantage of low taxes ...

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, ...

and a Roth IRA can be difficult. Choosing when or if you should convert your IRA funds to a Roth account can be even more daunting. Experts commonly recommend that investors compare their current ...

Today, let’s meet IMovedYourCheese on Reddit. Cheese is a higher earner who’s been diligently following the traditional ...

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 ...

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

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

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

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