Which strategy is best for your legacy goals? Understand the tax implications, benefits and drawbacks of each strategy.

If you’re nearing retirement and you have a sizeable IRA balance, you face some significant decisions surrounding required ...

Converted Roth IRA funds are tax- and penalty-free after five years from Jan. 1 of the year of the conversion. Roth IRA earnings are tax-free after age 59 1/2 and a five-year holding period.

Although the traditional and Roth plans may sound quite different, the conventional argument is that they offer virtually identical tax benefits. Unfortunately, the easiest way to demonstrate this ...

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