Imagine that you’re 65 years old and just completed a Roth conversion during a low-tax year early in retirement to avoid future required minimum distributions (RMDs). However, not long after the ...

If you are considering a year-end Roth individual retirement account conversion, you'll need to plan for an upfront tax bill. Still, "it can be hard to bite the tax bullet today and do a Roth ...

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 ...

My wife and I are in our 60s. We both have traditional IRAs, but no Roth IRAs. We’re considering doing annual Roth IRA conversions so that our beneficiaries can inherit tax-free accounts. Can we ...

If you are considering a year-end Roth individual retirement account conversion, you'll need to plan for an upfront tax bill. Stream Connecticut News for free, 24/7, wherever you are. Still, "it can ...

A Roth IRA is the best retirement account around, according to many experts. It offers huge benefits such as tax-free income and the ability to leave tax-free money to heirs. Plus, because of its ...

A Roth IRA conversion involves transferring funds from a traditional retirement savings account, such as a 401(k) or a traditional IRA, into a Roth IRA. This financial maneuver entails a shift from an ...

The Roth IRA is a top-tier retirement savings tool. For young people especially, it’s the best way to take full advantage of compound interest while minimizing your tax exposure. In the simplest terms ...

You can contribute up to $7,000 to a Roth IRA (or $8,000 if you're 50 or older) if your income is below $146,000 for single adults or $230,000 for married couples filing jointly. You may withdraw Roth ...

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 ...