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

Imagine you’re 65 with $1.2 million in an IRA and a lingering question: should you convert your account into a Roth IRA? The ...

Recent market swings due to tariffs have unsettled investors, including IRA owners, though conditions have stabilized ...

Converting a 401(k) to a Roth IRA can potentially provide valuable long-term benefits, but it also triggers a tax bill that ...

Converting a traditional IRA to a Roth IRA is often presented as a smart move — especially if you expect your taxes to go up later. But as one 77-year-old listener named Lily recently found out, not ...

Some financial experts say that we’re in a period of historically low tax rates. But ultimately, ... IRA Conversion to Roth: Rules to Convert an IRA or 401(k) ...

Converted Roth IRA funds are tax- and penalty-free after five years from Jan. 1 of the year of the conversion. Roth IRA earnings are tax-free after age 59 1/2 and a five-year holding period.

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

The Reconciliation Bill being debated in the Senate contains many tax provisions beyond extending portions of the Tax Cuts ...

Learn how to build a reliable retirement paycheck by assessing your needs, identifying income sources, developing a withdrawal strategy, and managing taxes and investments.

If you don’t need the money right away, keeping your money in the 529 plan until the market recovers and you can recoup your losses is a good option, says Autumn Knutson, founder of Tulsa, ...

If pulling too much from a portfolio during down markets is a bad idea, filing for Social Security might look compelling.