The bottom line: Roth conversions are a powerful financial tool for seniors and this maneuver could be boosted by Trump’s new ...

If you need retirement funds for living expenses now, paying taxes on a Roth conversion may cost more than it saves. But, if ...

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 ...

Tax rates are sunsetting next year, so it may be time to get in on low rates. With tax rates sunsetting in a little more than a year and the rules changing for inheriting retirement accounts, now may ...

Taxpayers aged 65 and older may be able to benefit from a $6,000 'senior bonus' deduction over the next four tax years. Here ...

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

In several of my columns, I have pointed out the advantages of Roth conversions from traditional IRAs. If you anticipate that you will not access the converted amount for several years, the advantages ...

A backdoor Roth IRA isn’t a specific type of individual retirement account. Rather, it’s a description of a strategy to help wealthier taxpayers avoid certain Roth IRA restrictions. Financial advisors ...

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 ...