Roth strategies are not going away. But the way certain federal employees use them is changing, and the timing of your ...

A Roth conversion can change your retirement for the better, but only if done correctly. These are some costly conversion ...

To convert or not convert traditional retirement savings into a Roth IRA? That’s likely a big question Generation X will have to answer soon as they head into retirement, experts say. Roth accounts ...

A Roth individual retirement account allows tax-free growth of retirement savings. It’s an attractive concept as it can help reduce your tax burden in retirement, a time when most people are limited ...

Tax and estate planning isn’t for the faint of heart. The rules are complex and each decision seems to have a multitude of ...

Saving for retirement is important. Depending on how much you earn and what percentage of it you put way, the amount of digits in your IRA or Roth IRA can vary greatly. And every time there’s a ...

As tax rates are expected to rise and the federal deficit reaches historic highs, many Americans approaching retirement are ...

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 ...

A Roth conversion can cause your Medicare premiums to surge. That's the bad news. The good news is that this surge will be temporary, depending on your future income. The better news is that you can ...

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 ...

Tax and estate planning isn’t for the faint of heart. The rules are complex and each decision seems to have a multitude of ...