What are your thoughts on Roth conversions if you are in the highest tax bracket and plan to be there moving forward? -Joel ...

You can reduce the impact that taxes have in retirement by converting pre-tax savings into Roth assets. Doing so not only ...

It is often advisable to convert funds from an IRA or similar tax-deferred retirement account to Roth in a year when you are ...

President-elect Donald Trump’s White House win, along with Republican majorities in the Senate and the House of ...

Legally, it's never too late to make a Roth conversion. The IRS will let you move qualifying funds at any time as long as you ...

You can convert your SEP account to a Roth IRA the same way you would any other IRA ... If your annual income is high, you'll ...

Many high-income earners find themselves at a crossroads when it comes to optimizing their financial strategies for the ...

Legally, it’s never too late to make a Roth conversion. The IRS will let you move qualifying funds at any time as long as you can pay the resulting tax bill. For those in or near retirement ...

Because of this, it can make sense to time a Roth conversion to occur ... in your traditional IRA and pay taxes on withdrawals at your lower post-retirement rate than at your higher current ...

Discover smart tax-saving strategies for the upcoming year. Learn how to maximize your deductions, minimize your tax burden, ...

1. Push or Pull Income and Deductions Tax planning often revolves around the idea of "push and pull." This involves strategically timing income recognition and deductions, depending on your projected ...

A Roth IRA offers flexibility and tax benefits, but also contribution limits and income requirements to consider. Here’s what ...