This says that you must wait until the converted funds have been in your Roth IRA for at least five years before you can ...

While time is running out to make Roth conversions before the end of the taxable year, consider taking your time and ...

The IRS is pretty much always in the rear-view. When you contribute money, that money has already been taxed. So your money ...

Converting retirement funds from a 401(k) into a Roth IRA offers the opportunity for tax-free growth and tax-free withdrawals ...

Caring for a child or parent can mean a drop in income and a lower tax bracket. Why not take advantage by moving money into a ...

As financial advisors, our heroics don’t typically make for riveting dinner conversation, but in our daily duties, we frequently step in and save the day. We wield advanced modeling tools to optimize ...

Roth conversions are one of the most powerful financial planning tools available. While they’re not right for everyone, for many investors, a Roth conversion can unlock huge tax savings. There are ...

Preparing for retirement can require income and asset shuffling to make sure you have enough funds available and don’t bump yourself into a higher tax bracket. One method for this is known as a Roth ...

If you're considering a Roth individual retirement account conversion, your tax bracket could help you decide whether the move makes sense. Typically, the strategy is popular during a stock market ...

In several of my columns, I have pointed out the advantages of Roth conversions from traditional IRAs. If you anticipate that you will not access the converted amount for several years, the advantages ...

Preparing for retirement can require income and asset shuffling to make sure you have enough funds available and don’t bump yourself into a higher tax bracket. Find Out: I’m a Financial Expert: This ...