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 ...

Evaluate the potential benefits of a Roth IRA conversion in light of current tax laws and economic projections.

Therefore, a Roth IRA provides a "much longer runway for tax-free investing," said certified financial planner Thomas Scanlon ...

Curious if a Roth conversion might boost your Social Security benefits? Here’s the reality: while converting to a Roth IRA ...

Trump's 2017 tax bill is up for renewal this year. Here's what it means for your taxes and how to take advantage of low taxes ...

I encouraged my wife to take a $40,000 Roth conversion in a lower tax year. Even though she has another Roth IRA at a different broker, she was encouraged to keep the money where she already had ...

And you can do so by converting your traditional IRA to a Roth. While this sounds simple, there’s a major caveat: taxes. You’ll be taxed on the amount in pre-tax dollars you contributed to a ...

Contributions to a Roth IRA can be withdrawn penalty-free to open a 529 plan. 529 plans allow contributions to grow tax-free ...

Contributions to a Roth IRA can be withdrawn penalty-free to open a 529 plan. 529 plans allow contributions to grow tax-free and provide tax-free distributions for qualified education expenses.