As you map out your retirement, it is important to take advantage of tax-free growth made possible by Roth conversions.

If you’re making $275,000 a year, you can't contribute to a Roth IRA due to income limits. However, a backdoor conversion can ...

My wife is currently working and has a traditional IRA with approximately $350,000 to $400,000. She is almost 65 but not ...

I receive a great many inquiries about retirement accounts. One area of particular interest is Roth conversions. Fortunately, ...

Sometimes, life goes one way when you planned on it to go another. In the case of retirement planning, let's say you've been ...

If you want to make a second Roth IRA contribution within a single year, you still have time -- as long as you make the ...

Provisional income between $25,000 - $34,000 for single filers, $32,000 - $44,000 for joint filers, up to 50% of Social ...

For people who are nearing retirement and will soon draw from their accounts, a downturn could be a a good time to consider ...

While some 'golden rules' stay in style forever, the financial landscape is constantly evolving. Here are five common myths ...

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation.

Because of our income bracket – we make over $350,000 per year – we cannot contribute to a Roth anymore. We're 61 and 62, and ...

So, when stock prices go down, you can convert the same number of shares as before, but incur a lower tax bill at the end of ...