Converting a large sum like $865,000 to a Roth IRA is a strategic move for long-term tax benefits – including tax-free ...
A 62-year-old with $1.5 million in a traditional IRA may be wise to consider converting $150,000 per year to a Roth IRA to ...
The IRS is tightening rules on the backdoor Roth. Learn how new enforcement could close this popular tax loophole.