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 ...

Converting a traditional individual retirement account to a Roth IRA is a powerful way to reduce taxes in retirement. Essentially, you’re choosing to pay taxes now in exchange for tax-free withdrawals ...

Saving for retirement is important. Depending on how much you earn and what percentage of it you put way, the amount of digits in your IRA or Roth IRA can vary greatly. And every time there’s a ...

Converting a 401(k) to a Roth IRA can potentially provide valuable long-term benefits, but it also triggers a tax bill that ...

Roth IRAs are not subject to rules on required minimum distributions (RMDs), and qualifying withdrawals from Roth accounts in retirement are also free of federal income taxes. You can get those ...

Lately I have seen several articles or heard announcements about converting IRA assets to Roth IRA assets. Is this a good move? How will it affect your taxes? How will ...

When it comes to paying taxes, less is obviously better. In the last few years, that has meant a big push for converting any ...

To convert or not convert traditional retirement savings into a Roth IRA? That’s likely a big question Generation X will have to answer soon as they head into retirement, experts say. Roth accounts ...

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 ...

A Roth individual retirement account allows tax-free growth of retirement savings. It’s an attractive concept as it can help reduce your tax burden in retirement, a time when most people are limited ...

Roth conversions offer a lot of appeal to retirement planners. Roth accounts are not subject to Required Minimum Distribution (RMD) rules, so retirees won't have to make mandatory withdrawals that ...