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

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

Converting your 401(k) to a Roth portfolio will allow you to entirely avoid RMDs. This is a legitimate form of tax planning.

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

Because Medicare premiums are tied to income, converting a $235,000 retirement account to a Roth IRA has the potential to cause Medicare Part B premiums to increase. For many taxpayers, in fact, a ...

(CNN) — Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. And it’s one you can arrange by keeping ...

Converting a traditional individual retirement account to a Roth IRA is a powerful way to reduce taxes in retirement. Essentially, you’re choosing to pay taxes now in exchange for tax-free withdrawals ...

That's a great question, and definitely something worth thinking about. Whether a Roth conversion makes sense really depends on the specifics of your situation. Let's walk through how to evaluate the ...

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

Unlike employer-based 401(k)s, people set up individual retirement accounts (IRAs) for themselves. But similarly to workplace retirement accounts, traditional IRAs are funded with deductible pre-tax ...