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

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

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

Retirement planning involves more than building a nest egg, it also requires managing taxes so you keep more of your savings. Whether you are starting your career or nearing retirement age, the right ...

Diving into the J-Curve tax strategy to learn more and see if it's an accessible way to slash your IRA conversions ...

Converting money from a 401(k) to a Roth IRA has become all the rage, but it’s not the right move for everyone. A professional financial advisor can help you weigh the pros and cons, based on the ...

While a conversion can be the right thing for some retirees or soon-to-be-retirees to do, finance experts suggest 10 times ...

Utah retirement experts warn your IRAs or 401Ks over $200,000 are at risk, if these mistakes are not corrected.

Thinking of converting a traditional IRA to a Roth IRA? The Kiplinger Tax Letter Editor highlights nine factors you should consider before making a move. Getting the right tax advice and tips is vital ...

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