When you reach retirement age, financial decisions become even more important as you are no longer generating income from ...

A Roth IRA conversion is available any time you have money in a qualifying pre-tax account. People choose to make a ...

Roth conversions and other Roth strategies can be complex, but don't dismiss these tax planning tools outright. They could ...

Any money you move from a traditional IRA to a Roth IRA is treated as ordinary income. That's why you should make these ...

Earning a high income is certainly an effective way to provide more ammunition to fund your retirement nest egg. You have ...

Which is the best way to handle an individual retirement account (IRA)? Let it sit and earn money, then pay taxes on the ...

In retirement, it's not too late to convert your money into a Roth IRA. The IRS will let you convert qualified funds at any ...

Imagine you’re 65 with $1.2 million in an IRA and a lingering question: should you convert your account into a Roth IRA? The ...

In this week's Ask the Editor Q&A, Joy Taylor answers questions on how to convert a traditional IRA to a Roth IRA.

Imagine that you’re 65 years old and just completed a Roth conversion during a low-tax year early in retirement to avoid ...

Converting your 401(k) to a Roth portfolio will allow you to entirely avoid RMDs. This is a legitimate form of tax planning.

In January, new Roth catch-up rules will prevent workers over 50 who earned more than $150,000 the prior year from making pre ...