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

Roth conversions are a popular year-end tax strategy for younger retirees. Here is why it typically makes sense to wait until ...

Roth conversions, which transform traditional IRAs into Roth IRAs, are a powerful retirement and tax tool. Here are eight ...

Converting to a backdoor Roth IRA via an IRS "loophole" is an estate planning tool that gives heirs tax-free income in ...

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, ...

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 ...

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

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

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 ...

If you’re in early retirement — or close to it — you don’t want to gloss over the announcement of new tax brackets for 2026 ...

The IRS released 2026 tax brackets—here’s how understanding your bracket can help you save with smart retirement and Roth conversion strategies.

The number of people paying Medicare surcharges continues to rise. Will you have to pay next year? For answers, check your ...