While time is running out to make Roth conversions before the end of the taxable year, consider taking your time and ...

A one-time transfer outperforms an equal-installments method in most tax situations, research finds.

This says that you must wait until the converted funds have been in your Roth IRA for at least five years before you can ...

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

Jeff DeHaan explains how strategic Roth conversions can safeguard your heirs and spouse from future tax burdens. Drawing on ...

Caring for a child or parent can mean a drop in income and a lower tax bracket. Why not take advantage by moving money into a ...

My wife and I are 70 years old. We've paid off everything, including the house. Between my pension of $29,000 and Social ...

But there's a major drawback to having a traditional retirement account. Once you turn 73, you'll be forced to take required minimum distributions, or RMDs (though for workers born in 1960 or later, ...

Wealth Enhancement reports seven year-end tax moves to optimize savings, including maximizing retirement contributions and ...

Glen and Harriett Hager have been a team since they were married 53 years ago. Now in their early 80s, they’re trying to plan for uncertainties ahead, such as what will happen financially should one ...

Question: “I am 53 years old and was forced to retire earlier than expected from my heavy equipment operator job due to small cell neuropathy in both my hands and feet. I have $700,000 in a large ...

For some, the end of Halloween ushers in the holiday season. For personal finance nerds like me, it means that it’s time for ...