Take a tax hit today to avoid one later?

If you’re 60 years old with $1.2 million saved for retirement in a traditional IRA, you may be starting to think about ...

If I have a tax-deferred 401(k). Can I convert it to a Roth IRA without paying the deferred taxes when I roll it over? -Tommy ...

You've probably heard about Roth conversions. Maybe your financial advisor has mentioned them, or perhaps you've seen them touted as a smart tax strategy. Either way, 2026 is shaping up to be a year ...

Thinking about converting your traditional IRA to a Roth in 2026? Hold on a second. There's a lot of buzz right now about Roth conversions, especially with recent tax law changes, yet what many people ...

When you reach retirement age, financial decisions become even more important as you are no longer generating income from working. Every choice you make about your money has a direct impact on your ...

If you have an individual retirement account (IRA), you may have considered converting it into a Roth account at some point. But you might not know the best time to do a conversion, or even if doing ...

This article is about the pros and cons of Roth conversions for different age groups.

Think you're a savvy retirement planner? Here’s what you may be forgetting.

A Roth IRA can be a great way to save for retirement, as the accounts have no required minimum distributions and you can withdraw the money tax-free.

Converting your 401(k) to a Roth portfolio will allow you to entirely avoid RMDs. This is a legitimate form of tax planning.