Bigger ACA health insurance subsidies could expire after 2025 without action from Congress. Here is how that could impact ...

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, ...

Procedurally, it's never too late to make a Roth conversion. The IRS allows you to move this money at any time, so long as ...

Your Roth conversion decision starts with figuring out where you are in a tax bracket. - /iStockphoto If you’re in early ...

Glen and Harriett Hager have done a lot of estate planning. But they want to get their finances set in case one of them ...

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

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 ...

It might seem counter intuitive to decide to pay MORE taxes now, rather than defer them, but in some cases, that can be a ...

Called “Rethinking Roth Conversions in 2025: Navigating New Tax Laws and Opportunities," and sponsored by Leimberg Information Services, the webinar delved into how the bill President Trump signed ...

Two financial planners take on the establishment with a new view on retirement taxes Should you do Roth conversions? Stick to the math for the answer. When it comes to paying taxes, less is obviously ...