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

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 ...

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

If you are considering a year-end Roth individual retirement account conversion, you'll need to plan for an upfront tax bill. Stream NBC 5 for free, 24/7, wherever you are. Still, "it can be hard to ...

Retirees will generally have more insight into the wisdom of a Roth IRA conversion than younger workers, due to decreased uncertainty about future income paths and tax rates. Decisions about how and ...

If you’re looking for a tax-savvy way to deal with you required minimum distributions (RMDs), converting them into a Roth IRA ...

If you're eyeing a year-end Roth individual retirement account conversion, you'll need to plan for the upfront tax bill. When you complete a Roth conversion, you'll owe regular income taxes on the ...

When is a Roth conversion a good idea? Readers are confused about their strategies. Got a question about investing, how it fits into your overall financial plan and what strategies can help you make ...

Because Medicare premiums are tied to income, converting a $235,000 retirement account to a Roth IRA has the potential to cause Medicare Part B premiums to increase. For many taxpayers, in fact, a ...