My wife and I are 67 and 62, respectively. We own our apartment valued at $825,000. I also own an apartment with our only ...

Converting now would enable you to spread a possible tax hit over more than one payment while reducing future taxes.

Read: Why Circle's proposed national stablecoin trust bank is a smart move ...

Intense last-minute negotiations meant both houses of Congress were able to approve the so-called One Big Beautiful Bill Act prior to their self-imposed July 4th deadline, clearing the measure for ...

With so many currently heading for the exit, it’s a good time for federal employees to improve their understanding of the retirement process.

Retirement expert Denise Appleby shares common pitfalls and real-life examples for IRAs, required minimum distributions, and ...

One nice thing about Roth IRAs, as opposed to traditional IRAs, is that you're not forced to take required minimum ...

MCKINNEY, TX, UNITED STATES, July 2, 2025 /EINPresswire.com/ -- For individuals considering whether to convert their traditional IRAs, 401(k)s, or other tax-qualified retirement plans to a Roth IRA, ...

There used to be what you might call “backsies” or a “do-over” on converting money from a traditional IRA to a Roth. You ...

If you’re contributing to a Roth IRA, you’re already ahead of the game. Roth IRAs are a retirement saver’s dream. These ...

My Oak Partners practice is a useful source of inspiration for the column, serving such a wide variety of investors and families with unique planning needs, I figure if I ...