A CFP explains how to convert a $1.6M 401(k) to a Roth IRA without triggering high taxes, plus tips on timing, tax brackets, ...

Medicare premiums are based on taxable income and a sudden increase can raise your costs. So if you are considering a Roth ...

Transferring funds from a pre-tax retirement account such as an IRA to an after-tax Roth IRA is a move many retirement savers ...

If you need retirement funds for living expenses now, paying taxes on a Roth conversion may cost more than it saves. But, if ...

The signature Republican policy law, the One Big Beautiful Bill Act, will have a big effect on retirement planning.

Diving into the J-Curve tax strategy to learn more and see if it's an accessible way to slash your IRA conversions ...

Roth IRA conversions might seem like old news, but today's tax and economic environment warrants a fresh look at the benefits of converting a traditional individual retirement account to a Roth. As ...

Retirement brings an end to working 9 to 5, but it doesn't always change things as much as people expect. You'll still need to budget carefully to ensure your savings last, and the government will ...

The end of the year is drawing near, and so is the deadline to make key retirement moves like Roth IRA conversions. If you've been considering one, you have to act before Dec. 31 if you want the ...

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. Find Out: I’m a Financial Expert: This ...

There is no age limit on Roth conversions, so you can transfer pre-tax savings into a Roth IRA regardless of your age or retirement status. As long as you have qualifying funds in a pre-tax portfolio, ...

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 ...