A one-time transfer outperforms an equal-installments method in most tax situations, research finds.

While time is running out to make Roth conversions before the end of the taxable year, consider taking your time and ...

What are your thoughts on Roth conversions if you are in the highest tax bracket and plan to be there moving forward? -Joel ...

This says that you must wait until the converted funds have been in your Roth IRA for at least five years before you can ...

Jeff DeHaan explains how strategic Roth conversions can safeguard your heirs and spouse from future tax burdens. Drawing on ...

A Roth in-plan conversion lets you take a distribution that is rollover-eligible from your 401(k) plan and roll it over to a Roth account in the same plan. The Roth in-plan conversion can be a ...

Wealth Enhancement reports seven year-end tax moves to optimize savings, including maximizing retirement contributions and ...

Caring for a child or parent can mean a drop in income and a lower tax bracket. Why not take advantage by moving money into a ...

Does it make sense to pay taxes on my retirement accounts today rather than wait until later in retirement? It depends. If ...

The IRS announced inflation-adjusted limits on benefits and contributions for various retirement accounts on Thursday, ...

But there's a major drawback to having a traditional retirement account. Once you turn 73, you'll be forced to take required minimum distributions, or RMDs (though for workers born in 1960 or later, ...

The IRS raised the limit on how much Americans can stash away for retirement in 2026. Here's what they are. How close are you?