At age 55 with $900,000 in a traditional individual retirement account (IRA), converting $100,000 per year to a Roth IRA ...

Taking money out of a Roth individual retirement account without triggering income taxes or penalties is trickier than you ...

Roth IRAs, on the other hand, do not offer a tax break on contributions. Instead, they offer tax-free gains and withdrawals, ...

In the case of many individuals investigating the FIRE (financial independence, retire early) lifestyle, there is always a ...

Your pre-tax IRA is subject to future income taxes, depending on your bracket. But it could offer planning opportunities, ...

Converting a traditional IRA to a Roth IRA can help you minimize taxes in retirement. But executing the conversion strategically is key to maximizing the benefits. A recent Schwab retirement ...

There’s a reason many people opt to save for retirement in a traditional IRA. These accounts offer a tax break on the money ...

If you expect your tax rate to drop in retirement, it may make sense to transfer funds from your 401(k) to a Roth IRA. Here's ...

CNBC reported last year that Roth conversions were up 46% year-over-year. Google Trends data shows interest in Roth ...

By leveraging tax-advantaged accounts and products, you can build a retirement plan that maximizes growth, minimizes taxes ...

If deciding what to do with an old 401(k) plan has been on your to-do list, here are the key steps you should take to get it done.

By staying proactive and informed, financial advisors can help their clients make the most of the present tax environment while positioning them for future changes. Below are key strategies advisors ...