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

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 ...

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

I’m 72 years old and have my IRA in stock. I start required minimum distributions next year so I want to convert to a Roth ...

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

Roth conversions offer a lot of appeal to retirement planners. Roth accounts are not subject to Required Minimum Distribution (RMD) rules, so retirees won't have to make mandatory withdrawals that ...

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 ...

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 ...

It’s exceedingly difficult to play a perfect game of football, but Oregon’s 49-21 win over Washington a season ago was fairly close. Then,... When senior running back Noah Whittington cut right in the ...

A yellow sticky note on top of an IRS 1040 tax form with Roth IRA conversion tax strategy written on it. Many people don’t think of or are simply unaware of potential IRMAA Medicare surcharges when ...

Americans angling for a tax-savvy retirement may have won more time to plan their strategy as election results come into focus. President-elect Donald Trump's White House win, along with Republican ...

Despite opening the season undefeated, it’s been a rocky start for the Oregon Ducks men’s basketball team. They have struggled with turnovers... If you’ve been steadily contributing to a traditional ...