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 ...

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

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 ...

LONG BEACH, CA, UNITED STATES, June 29, 2025 /EINPresswire.com/ -- Serenity Wealth Management announces the release of its detailed analysis and guidance on evaluating potential Roth conversions for ...

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 ...

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.

Pass down money in a Roth IRA tax-free to your heirs Contribution limit of 7,000 (or $8,000 if you're older than 50) What to weigh when thinking of opening a Roth IRA ...

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, ...