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 ...

Trump's "trifecta win" ensures Americans will continue enjoyng low taxes. Low taxes should lift stocks and economic growth ...

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

Tax-loss harvesting can be valuable, potentially significantly so, to the right investor. This is the takeaway from a recent ...

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

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

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 ...

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 ...

When you retire, you make the final shift from the era of wealth accumulation to wealth management. This is a big deal.

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

Discover how to optimize your tax situation with Jeffrey Levine's insights on income management, deduction timing and ...