If you're not careful, that move might come back to bite you.

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

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

RMDs can also act as a nudge for estate planning. If you have sizable account balances, these required withdrawals can be ...

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 ...

(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 ...

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 ...

Required minimum distributions or RMDs are usually framed as a financial disaster. A ticking time bomb that should be avoided ...

Despite opening the season undefeated, it’s been a rocky start for the Oregon Ducks men’s basketball team. They have struggled with turnovers... If you’ve been steadily contributing to a traditional ...

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 ...

Paying 32% today to avoid up to 18% later is generally a poor trade-off. Few retirees face a top-bracket tax rate on every ...