Roth conversions are supposed to be a clean way to swap future tax uncertainty for today's known bill, but President Donald ...

What are your thoughts on Roth conversions if you are in the highest tax bracket and plan to be there moving forward? If you ask some financial professionals, the answer to this question might be a ...

Many Roth conversions that look good on paper are in fact losing propositions. That's the implication of an article published in the September issue of the Journal of Financial Planning. Entitled "Net ...

Our tax system does not work well. Some say it is broken. Many Americans pay no income taxes. Others pay far more than they think reasonable. Ordinary Americans are angry, particularly when tax ...

In 2022, Congress enacted the SECURE 2.0 Act (the “Act”) with the intent to expand coverage and increase retirement savings. This week ...

Which professional do I need for the tax calculation of a Roth conversion? A CFP, financial advisor or tax preparer? I’ve reached out to tax preparers before but they seemed to have no idea what I was ...

A popular and efficient way to stretch your retirement dollars is to take advantage of the tax benefits offered by Roth individual retirement accounts (IRAs). However, to maximize these advantages, ...

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

Responding to a call from a financial advisor in New York, the ERISA consultants at the Retirement Learning Center (RLC) address whether a client can undo an in-plan Roth conversion.

Roth conversions are a popular year-end strategy, but the move could trigger unexpected tax consequences, experts say.

(CNN) — Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. And it’s one you can arrange by keeping ...