A new $6,000 tax deduction for seniors has created a limited-time opportunity to do a Roth conversion with a lower tax hit.

Fortunately, there’s no age restriction on converting a pre-tax retirement account to a Roth IRA. You can roll funds from a ...

As financial advisors, our heroics don’t typically make for riveting dinner conversation, but in our daily duties, we frequently step in and save the day. We wield advanced modeling tools to optimize ...

There's more to think about than just tax rates With investment accounts about to end a very good year and current tax rates unlikely to change for a while, the case for paying taxes now to convert ...

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 ...

Roth conversions get major coverage from the popular press these days. Yet despite the hoopla, many of your prospective and existing clients harbor misguided beliefs about this potentially valuable ...

Before the election, some advisors increased Roth individual retirement account conversions for clients amid the threat of higher taxes after 2025. Now, tax hikes are less likely under President-elect ...

My good friend Bob from Munster had a question I thought merited visiting in the column. Bob’s question involved a topic we are dealing with more and more often in the practice and a tool we are using ...

Wealth Enhancement reports seven year-end tax moves to optimize savings, including maximizing retirement contributions and ...

Now, tax hikes are less likely under President-elect Donald Trump. However, demand for Roth conversions will continue as investors seek long-term tax planning strategies, experts said. "In general, we ...