Legally, it's never too late to make a Roth conversion. You can do this at any time in life, in any amount, so long as you ...

When you leave a job, it’s generally a good idea to take your 401(k) plan with you. This doesn’t mean you should cash it out, ...

Question: “I’m a 63 year old retiree with no kids or heirs and $600,000 in one account. I don’t mind spending down my money, ...

As painful as it is to pay taxes during your working years, you might loathe the idea of paying taxes in retirement even more ...

For high-income earners, including physicians, getting funds directly into a Roth IRA or other after-tax accounts can be a ...

Growth and retirement withdrawals from a Roth IRA are tax-free, allowing investors to benefit from compounding over time. A ...

Confused about your 1099-R and 1099? Learn the key differences between these tax forms and how they impact your taxes.

By performing Roth conversions, our clients can reduce the size of their traditional IRAs, enabling them to lower their future RMDs. This can be particularly beneficial for those who anticipate being ...

In a disaster, documents to establish your identity and what you own are critical. Focus on safeguarding the most important records, and recreate the rest if necessary.

Would you send the government a big check this year — in return for a potentially far larger future tax break?

The benefits of Roth IRAs are undeniable. Their earnings and withdrawals come tax-free. You don’t have to take any required minimum distributions on them. Still, advisors warn, converting your regular ...