If you’re 60 years old with $1.2 million saved for retirement in a traditional IRA, you may be starting to think about ...

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're anything like me, you've run across several articles discussing how smart it is to convert retirement savings to a Roth IRA after retirement. As if planning for retirement is not ...

Think you're a savvy retirement planner? Here’s what you may be forgetting.

A careful analysis year to year is usually better than converting the whole thing just to avoid required minimum distributions (RMD) but there are several variables to consider. When you execute a ...

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 ...

The Ducks have another quarterback. University of Nebraska transfer Dylan Raiola announced his commitment to Oregon Jan. 12. He’s not guaranteed... If you’ve been steadily contributing to a ...

When you reach retirement age, financial decisions become even more important as you are no longer generating income from working. Every choice you make about your money has a direct impact on your ...

I found your column "Do Roth IRA conversions still make sense with the passage of the GOP tax law?" very helpful and I better understand the strategic choice a conversion to a Roth IRA represents. My ...

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 IRA. How much should I convert? Should I do it all at once or should I do it ...