There used to be what you might call “backsies” or a “do-over” on converting money from a traditional IRA to a Roth. You ...

Avoid costly tax mistakes with your IRA. Learn how skipping IRS Form 8606 cost one investor $50,000—and how you can protect ...

Because Medicare premiums are tied to income, converting a $235,000 retirement account to a Roth IRA has the potential to ...

Retirement planning is a long game, and you win by consistently saving and investing during your working years. But along the way, certain tips and strategies can help your nest egg grow bigger and ...

If you make above a certain income, expect to pay more for Medicare, due to the IRMAA, unless you take steps to lower your ...

Can AI really replace a skilled financial professional? In this episode of Decoding Retirement, Robert "Bob" Powell speaks ...

Raymond P. asks Money Talks News: “I did my first IRA Roth Conversion in December 2023. In terms of the 5-year rule, I know the IRS considers the conversion date to be 1/1/23 for my conversion, so I ...

RMDs: Beginning at age73 (or 75 if you were born in 1960 or later), you must begin taking RMDs from your 401 (k), even if you ...

Once your portfolio crosses the $200,000 mark, taxes start playing a much bigger role in determining your long-term returns.

FORT MYERS, FL, UNITED STATES, June 18, 2025 / EINPresswire.com / -- OnPointe Software is revolutionizing Roth conversions with the launch of its Roth IRA Conversion Calculator.