Do you have money in a 401(k) from a previous job or an old IRA? Performing an IRA rollover or conversion can be smart ...

Is it wise to start converting my 401(k) into an IRA (and then Roth) by 10% per year in order to avoid having to claim too ...

A Reddit user is in a fortunate position. After a job change, his income will be high enough that he is no longer eligible to ...

Rolling a traditional 401(k) into a Roth IRA triggers immediate taxes on the full conversion amount. Roth IRAs offer tax-free growth and withdrawals with no required minimum distributions during the ...

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax ...

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 ...

As financial advisors, our heroics don’t typically make for riveting dinner conversation, but in our daily duties, we frequently step in and save the day. We wield advanced modeling tools to optimize ...

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

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

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