Facing a future tax hit on your retirement savings? A Roth conversion may be a way to lower the taxes you owe.

Should You Convert This Money? Some major tradeoff elements to consider when planning a Roth IRA conversion are your current year’s tax liability and your tax liability in retirement.

Transferring funds from a pre-tax retirement account such as an IRA to an after-tax Roth IRA is a move many retirement savers ...

IRA conversion: traditional accounts to Roth . If you have a traditional IRA, converting it could be a simple matter of ...

Strategic Roth IRA conversions can set you up for tax-free income in retirement and a tax-free inheritance for the people you ...

Taxes are a valid concern if you want to roll over $720,000 from your retirement fund into a Roth IRA. While you won’t pay any taxes if the assets you’re rolling over are held in another Roth ...

With the 2017 Tax Cuts and Jobs Act (TCJA) set to expire at the end of this year, financial advisors and tax professionals find themselves in a familiar position—navigating uncertainty.

Socking away money for retirement is something that’s top of mind for many people. Here's what to know about traditional and Roth IRAs.

The Backdoor Roth IRA is a valuable retirement savings tool for high-income earners looking to maximize tax-free retirement income. By following the proper steps, avoiding the pro-rata rule, and ...

Range covers strategic investing for high-income individuals and methods used to help minimize tax burdens and offer greater ...

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Michael AdamsFormer Cryptocurrency and Investing Expert Editor Michael Adams is a former ...

A backdoor Roth IRA is fairly straightforward. If you make too much to contribute directly to a Roth IRA, you contribute to a ...