A one-time transfer outperforms an equal-installments method in most tax situations, research finds.

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. For working age Americans who have stashed capital away ...

The IRS is pretty much always in the rear-view. When you contribute money, that money has already been taxed. So your money ...

I know all about taxes, Medicare, growth rate, inflation, Roth conversions, etc. I am leaning toward getting the total down ...

Every week, Allworth Financial’s Steve Hruby, CFP®, and Bob Sponseller, ChFC®, answer your questions. If you, a friend, or someone in your family has a money issue or problem, feel free to send those ...

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 ...

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 ...

As investors strive to optimize their retirement savings and minimize tax burdens, understanding how Roth conversions benefit them becomes more important. Roth conversions have great significance when ...

Jeff DeHaan explains how strategic Roth conversions can safeguard your heirs and spouse from future tax burdens. Drawing on ...

When it comes to paying taxes, less is obviously better. In the last few years, that has meant a big push for converting any traditional pretax IRA balance to a Roth IRA, which allows the funds to ...

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 ...