Dear Dan, 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 conve ...

Climbing the retirement mountain takes years of saving discipline. But descending safely—turning savings into sustainable ...

For working age Americans who have stashed capital away diligently in their 401(k) plans, or other similar plans, for many years, the fact that stocks are currently trading right around all-time highs ...

For working age Americans who have stashed capital away diligently in their 401(k) plans, or other similar plans, for many years, the fact that stocks are currently trading right around all-time highs ...

When is a Roth conversion a good idea? Readers are confused about their strategies. Got a question about investing, how it fits into your overall financial plan and what strategies can help you make ...

That's a great question, and definitely something worth thinking about. Whether a Roth conversion makes sense really depends on the specifics of your situation. Let's walk through how to evaluate the ...

If you're eyeing a year-end Roth individual retirement account conversion, you'll need to plan for the upfront tax bill. When you complete a Roth conversion, you'll owe regular income taxes on the ...

There are a few key reasons why an individual might choose to do a Roth conversion ... When doing a Roth conversion, the main drawback is the tax obligation. There are some strategic moves to ...

A Roth conversion is the process of rolling over retirement funds invested in a pretax account, like a regular IRA or 401(k), into an after-tax Roth IRA. You’ll pay capital gains taxes at the time of ...

A Roth conversion is the process of rolling over retirement funds invested in a pretax account, like a regular IRA or 401(k), into an after-tax Roth IRA. You’ll pay capital gains taxes at the time of ...

Retirees will generally have more insight into the wisdom of a Roth IRA conversion than younger workers, due to decreased uncertainty about future income paths and tax rates. Decisions about how and ...

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 ...