Converting a large sum like $865,000 to a Roth IRA is a strategic move for long-term tax benefits – including tax-free ...

Regardless of how old you are, you can still reap the benefits of a Roth IRA, a retirement account that allows savers to grow ...

No one wants to pay more tax than they owe. Building a tax-efficient retirement paycheck means weighing options, running ...

Discover the intricacies of rolling over a traditional IRA to a Roth IRA, from when to rollover and tax implications to ...

Clint Costa CPA, J.D., LL.M., Senior Wealth Strategist, Choreo, LLC, discusses three tax insights that CPAs may encounter ...

But at 65, you’re inching closer to the required minimum distributions ... t help but wonder — does it make sense to convert to a Roth IRA now and take the tax hit while you’re still ...

Watching your portfolio tank is a nightmare for anyone — but it’s a horror story for retirees, or anyone approaching retirement for that matter. And with more than 4.1 million Americans turning 65 ...

Distribution Is ‘Qualified’ A qualified distribution from a Roth 401(k) is tax-free and represents basis in the receiving Roth IRA or Roth 401(k)—that is, those amounts will be tax-free when ...

We cut our trip short and decided even with the low Delaware taxes, our healthcare is more important.

But once the money is in the Roth IRA, future earnings and distributions that you take from the account are generally tax-free. So present and future income tax rates are key to deciding on ...