A 62-year-old with $1.5 million in a traditional IRA may be wise to consider converting $150,000 per year to a Roth IRA to ...

The Internal Revenue Service and the Treasury issued final regulations on the new Roth catch-up contribution rule from the ...

When it comes to stretching your savings, retirement tax planning can be just as important as choosing the right investments. Let's dig into the tax details.

Legal experts say plan sponsors and administrators and payroll providers need to figure out how to comply with the final Roth ...

The benefits of Roth IRAs are undeniable. Their earnings and withdrawals come tax-free. You don’t have to take any required minimum distributions on them. Still, advisors warn, converting your regular ...

Recent dips in the market were good opportunities to convert traditional IRAs and 401(k)s to Roth accounts, advisors say. But clients who missed out shouldn’t despair. “Periods of increased market ...

The final regulations are similar to the proposed regulations issued in January, with some changes that the IRS said were ...

Retirement blogger Fritz Gilbert is trying to reduce his future tax burden, but it's surprisingly harder than he thought. A previous version of this story included the wrong figure for the top of the ...

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 ...

For many retirees, navigating income planning and tax strategies can be complex, especially when considering Roth conversions alongside pension income. Roth conversions may not be the right strategy ...