Roth conversions, which transform traditional IRAs into Roth IRAs, are a powerful retirement and tax tool. Here are eight ...

Got a question about investing, how it fits into your overall financial plan and what strategies can help you make the most out of your money? You can write to me at [email protected].

Say you’ve saved $1.6 million in your 401(k) — a number that reflects years of discipline and sacrifice. Now, financial experts are saying much of that money should be in a Roth IRA instead. Should ...

If you’re in early retirement — or close to it — you don’t want to gloss over the announcement of new tax brackets for 2026 ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. For working age Americans who have stashed capital away ...

Got a question about investing, how it fits into your overall financial plan and what strategies can help you make the most out of your money? You can write to me at [email protected].

Given recent stock market gains, it could be a good time to cash out some of your portfolio. If your income is low enough, you might pay nothing on long-term capital gains. A Roth IRA conversion might ...

As financial advisors, our heroics don’t typically make for riveting dinner conversation, but in our daily duties, we frequently step in and save the day. We wield advanced modeling tools to optimize ...

The benefits of Roth IRAs are undeniable. Their earnings and withdrawals come tax-free. You don’t have to take any required minimum distributions on them. Still, advisors warn, converting your regular ...

When is a Roth conversion a good idea? Readers are confused about their strategies. Got a question about investing, how it fits into your overall financial plan and what strategies can help you make ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Buying quality stocks and holding them for many years is ...