A Roth conversion means taking a tax hit today to avoid one later, so if you expect to be in a lower tax bracket in ...

Most investors approach Roth conversions with a simple question: Will my future tax bracket be higher than my current one? On paper, that seems like the most important question. A Roth conversion ...

Roth IRA vs. 401k: Which is the better investment for your future? Shane Hummus breaks down these retirement plans to help ...

If you use your RMDs to pay everyday living expenses, you probably don't see them as a burden. However, if you don't "need" ...

Punxsutawney Phil may have called for six more weeks of Winter, yet wealth managers are already making these smart moves ahead of Tax Day.

If your FRA monthly benefit is $2,778, for example, waiting until 70 would boost that to $3,575. Starting at 62, though, will result in a monthly payment of just $1,822. The Social Security Quick ...

Want to become a millionaire by 40? Build these financial habits in your 20s and 30s, from automating your Roth IRA to ...

How grandparents can use Inherited IRA and special needs trust planning to reduce taxes and provide long-term financial ...

Sharon Epperson explains advantages of a Roth IRA.

Personal finance expert Suze Orman has long championed Roth retirement accounts as one of the most powerful tools for ...

Documents from 2014-2019 suggest a close relationship between the two men, who frequently coordinated meetings with Silicon Valley figures and global leaders.

As 2026 gets underway, high-income earners can still act on select 2025 tax strategies while planning ahead to reduce taxes, improve efficiency, and support long-term financial goals.