Most investors approach Roth conversions with a simple question: Will my future tax bracket be higher than my current one? On ...

Take a tax hit today to avoid one later?

Roth conversions are not just a tax strategy — they’re also a bet on longevity, market performance, and long-term tax ...

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

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 ...

When it comes to Roth conversions, traditional advice is to convert traditional IRAs to a Roth IRA over a period of years to stay within current tax brackets. The theory is that doing so will reduce ...

It can be beneficial to have money in a Roth account during retirement. If you can't or didn't fund a Roth account directly, you can do a Roth conversion. Since a Roth conversion counts as income, you ...

When is a Roth conversion a good idea? Readers are confused about their strategies. Got a question about investing, how it fits into your overall financial plan and what strategies can help you make ...

After Donald Trump signed a sweeping tax and policy bill, the One Big Beautiful Bill Act, into law on July 4, Roth conversions could end up costing some clients money, warned Robert Keebler, a CPA at ...

Semi-retirement may work when portfolios cover most living costs and flexible work bridges the remaining income gap. Find out ...

Punxsutawney Phil may have called for six more weeks of Winter, yet wealth managers are already making these smart moves ahead of Tax Day.