If you’re 60 years old with $1.2 million saved for retirement in a traditional IRA, you may be starting to think about ...

If I have a tax-deferred 401(k). Can I convert it to a Roth IRA without paying the deferred taxes when I roll it over? -Tommy ...

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax ...

If you made a Roth individual retirement account conversion in 2022, you may have a more complicated tax return this season, experts say. The strategy, which transfers pretax or non-deductible IRA ...

When you reach retirement age, financial decisions become even more important as you are no longer generating income from working. Every choice you make about your money has a direct impact on your ...

Rolling a traditional 401(k) into a Roth IRA triggers immediate taxes on the full conversion amount. Roth IRAs offer tax-free growth and withdrawals with no required minimum distributions during the ...

Looking for New Mexico ties to the Super Bowl? The Seahawks roster has an abundance of them ...

You will owe taxes on your Roth IRA conversion in the year of the conversion. Your converted funds must stay in your Roth IRA for five years before you can withdraw them penalty-free. Roth savings ...

Two financial planners take on the establishment with a new view on retirement taxes Should you do Roth conversions? Stick to the math for the answer. When it comes to paying taxes, less is obviously ...

Think you're a savvy retirement planner? Here’s what you may be forgetting.