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

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

Typically, converting IRAs to Roth IRAs is a fourth quarter conversation with clients, as by then they have a pretty good idea of what their financial year will look like as the Dec. 31 deadline nears ...

Learn the updated 2025 backdoor Roth IRA strategy step‑by‑step—from contribution limits and MAGI thresholds to tax filing and avoiding pro‑rata rule traps.

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 ...

While head coach Dana Altman said the decision whether to get surgery or not still stands undecided, the sentiment stayed clear; Oregon men’s... With the football season coming to an end, it’s time ...

Roth conversions are not just a tax strategy — they’re also a bet on longevity, market performance, and long-term tax ...

(CNN) — Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. And it’s one you can arrange by keeping ...

Because Medicare premiums are tied to income, converting a $235,000 retirement account to a Roth IRA has the potential to cause Medicare Part B premiums to increase. For many taxpayers, in fact, a ...