Take a tax hit today to avoid one later?

Roth conversions to secure tax-free withdrawals during retirement are gaining popularity as Gen X gets closer to retirement, but financial advisers warn that the decision to convert should be ...

You can make a Roth IRA conversion at any time, as long as you have money in a qualifying pre-tax account. But the real question is whether it benefits you. Converting in your 60s, for example, can ...

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 ...

Beginning in 2010, individuals are allowed to convert or roll over certain distributions from retirement plans and IRAs to Roth IRAs regardless of their modified adjusted gross income. Complex rules ...

It might seem counter intuitive to decide to pay MORE taxes now, rather than defer them, but in some cases, that can be a smart, tax-efficient strategy. Have I piqued your curiosity? I want to ...

Roth vs Traditional: compare today’s marginal vs future effective tax rates. Roth accounts offer planning flexibility. Read ...

Roth IRAs offer a world of benefits. There are ways to get around the income limits associated with these accounts. There are also other tax-advantaged accounts you can explore. Follow 24/7 Wall St.