A couple in their early 60s sits down in December to move $100,000 from a traditional IRA into a Roth. The logic feels ...

Dr. JeFreda R. Brown is a financial consultant, Certified Financial Education Instructor, and researcher who has assisted thousands of clients over a more than two-decade career. She is the CEO of ...

I encourage many clients to view their Roth account not as a retirement income source but instead as a multigenerational ...

Medicare premiums are not the same for everyone. The Social Security Administration generally uses your tax return from two ...

Managing your finances in retirement can be a careful balancing act.

Retirees will generally have more insight into the wisdom of a Roth IRA conversion than younger workers, due to decreased uncertainty about future income paths and tax rates. Decisions about how and ...

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Investors who converted at April's lows and held SPY captured the full rebound to $748 entirely tax-free inside their Roth accounts. When your IRA drops from $100,000 to $80,000, converting locks in ...

A Roth conversion has you moving funds from a traditional retirement plan to a Roth IRA. Because Roth conversions are a taxable event, it's important to get your timing right. There's one key windows ...

If you've spent most of your working life saving in a traditional IRA or 401(k), retirement can introduce a new kind of tax problem -- what you didn't pay the IRS earlier, you eventually have to pay ...