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 ...

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

A Roth IRA conversion involves moving money from a pre-tax retirement plan, such as a traditional IRA or a 401(k) plan, into ...

With a Roth IRA, you contribute after-tax money to the account, so you don’t get to avoid tax on your contributions, as you ...

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

Stock market volatility is alive and kicking, but that doesn’t have to be a bad thing, even if you’re not a day trader. Instead of buying on the dip, investors facing hefty future tax ...

If you’re like Mark, Susan or Tom, your retirement and legacy goals will shape the strategy for your wealth. There’s no ...

Calculating Your Roth IRA Contribution Limits Bad Stock Market? Good Time for a Roth IRA Conversion The Good Brigade / Getty Images Roth individual retirement accounts (IRAs) come with many tax ...

You can roll funds from a qualifying pre-tax account to a Roth IRA at any time. The more important, and difficult, question to answer is whether it’s wise to convert your savings to a Roth IRA ...

Calculating Your Roth IRA Contribution Limits Bad Stock Market? Good Time for a Roth IRA Conversion JGI / Jamie Grill / Getty Images Most of the benefits associated with Roth individual retirement ...

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 ...