Also: Small-cap stocks, a bond-market warning, and two metals that might join the amazing rally for gold and silver.

When it comes to paying taxes, less is obviously better. In the last few years, that has meant a big push for converting any ...

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

While a conversion can be the right thing for some retirees or soon-to-be-retirees to do, finance experts suggest 10 times you should not do a Roth conversion.

I found your column “Do Roth IRA conversions still make sense with the passage of the GOP tax law?” very helpful and I better ...

For working age Americans who have stashed capital away diligently in their 401(k) plans, or other similar plans, for many ...

I am retired but not yet 73. I have been doing Roth IRA conversions for a few years. I know you can’t withdraw the converted principal for a period of five years. My question is when I can access the ...

The Best Way to Save on Roth Conversion Taxes Your CPA or Financial Adviser Doesn't Know About We are the bridge between your Accountant and Financial Advisor: We do what they don’t by specializing in ...

Comprehensive retirement planning ties Social Security, RMDs, Medicare, Roth conversions, and long-term care together to secure income and reduce taxes.

MCKINNEY, TX, UNITED STATES, July 23, 2025 /EINPresswire.com/ -- Retirement Tax Consultants, a national leader in retirement tax optimization, today revealed an ...

Albert, a 57-year-old listener, wrote to Orman after moving $10,000 from his traditional IRA into a Roth IRA in 2024. Like many investors, he knew he would owe ordinary income taxes on the conversion.

The Roth IRA is one of the most widely held retirement accounts in the United States. According to ICI’s 2024 study, there ...