Roth conversions are widely considered financially advantageous. Financial advisors often recommend them, and online ...

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

How grandparents can use Inherited IRA and special needs trust planning to reduce taxes and provide long-term financial ...

If I have a tax-deferred 401(k). Can I convert it to a Roth IRA without paying the deferred taxes when I roll it over? -Tommy ...

It's not a complicated strategy, but you may need to plan ahead.

The Mega Backdoor Roth is a pathway to move nearly $50,000 of taxable investment money into a "tax-free" sanctuary every ...

Punxsutawney Phil may have called for six more weeks of Winter, yet wealth managers are already making these smart moves ahead of Tax Day.

Now that filing season for 2025 taxes is underway, it’s time to get a leg up on next year's return. That’s especially true ...

Forced investment income may be costing high-net-worth investors over 1% per year in after-tax wealth, according to new analysis.

Here are essential questions that owners of family enterprises, fine art and collectibles should be discussing with their advisors after the One Big Beautiful Bill Act.

You can still benefit from tax-free withdrawals from your HSA to spend on qualified medical expenses, including Medicare ...

I decided to ask ChatGPT how to avoid paying taxes. Here's the AI's advice for 10 legal strategies to cut your bill and keep ...