I have to take RMDs this year. How do I decide if I should convert that money into an existing Roth? What needs to be ...

A CFP explains how to convert a $1.6M 401(k) to a Roth IRA without triggering high taxes, plus tips on timing, tax brackets, ...

There is no universal best time during a given year.

Transferring funds from a pre-tax retirement account such as an IRA to an after-tax Roth IRA is a move many retirement savers ...

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

Preparing for retirement can require income and asset shuffling to make sure you have enough funds available and don’t bump yourself into a higher tax bracket. One method for this is known as a Roth ...

If you're considering a Roth individual retirement account conversion, your tax bracket could help you decide whether the move makes sense. Typically, the strategy is popular during a stock market ...

It's important to save for retirement during your working years so you're not just reliant on Social Security once your career comes to an end. And you have several options for building up your nest ...

The signature Republican policy law, the One Big Beautiful Bill Act, will have a big effect on retirement planning.

Taxpayers age 65 and older might be able to benefit from a $6,000 'senior bonus' deduction in the next four tax years. Here ...