Key Points Rolling a traditional 401(k) into a Roth IRA triggers immediate taxes on the full conversion amount. Roth IRAs ...

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 ...

Roth conversions are supposed to be a clean way to swap future tax uncertainty for today's known bill, but President Donald ...

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 ...

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For seniors heading toward retirement, one of the most important conversations they can have with their advisor is about whether it makes sense to convert their traditional IRA into a Roth IRA. The ...

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 ...

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].

Stock market volatility is alive and kicking, but that doesn’t have to be a bad thing, even if you’re not a day trader. Instead of buying on the dip, investors facing hefty future tax consequences on ...

Roth conversions, if done right, can lower your tax bill over your lifetime. But be careful. Roth conversions pose traps, and the unwary can easily get caught. Here are eight factors to consider in ...

Estate planning is about more than just transferring assets; it’s about helping clients preserve their wealth, maximize their legacy and minimize future tax burdens for their beneficiaries. One ...

Buying quality stocks and holding them for many years is a good wealth-building strategy. But if you’re newly retired, you may want to focus on retaining wealth while minimizing your tax bill.