A CFP explains how to convert a $1.6M 401(k) to a Roth IRA without triggering high taxes, plus tips on timing, tax brackets, ...

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 looking for a tax-savvy way to deal with you required minimum distributions (RMDs), converting them into a Roth IRA ...

I found your column “Do Roth IRA conversions still make sense with the passage of the GOP tax law?” very helpful and I better ...

Perhaps the most noteworthy aspect of the OBBB is the new deduction for seniors across America. Taxpayers who are 65 or older ...

Diving into the J-Curve tax strategy to learn more and see if it's an accessible way to slash your IRA conversions ...

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 ...

When it comes to paying taxes, less is obviously better. In the last few years, that has meant a big push for converting any ...

Taxpayers age 65 and older might be able to benefit from a $6,000 'senior bonus' deduction in the next four tax years. Here ...

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 were planning a Roth conversion maneuver this year, the newly-introduced One Big Beautiful Bill (OBBB) doesn’t directly impact the strategy. However, it does have an indirect impact that could ...