Should you do Roth conversions? Stick to the math for the answer. - /iStockphoto. When it comes to paying taxes, less is ...

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

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

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

At 50, a Seattle-based financial professional has the means to retire by 60. Advisors say the plan is realistic, but one ...

Domain Money reports effective tax optimization strategies can significantly lower tax burdens for all income levels through ...

New law gives seniors a $6,000 tax break on Social Security, but many still face taxes. Fidelity suggests Roth IRAs, HSAs and ...

Nearly 1 in 4 middle-class Americans haven’t saved for retirement. Discover the top reasons why and expert tips to overcome ...

REITs have similar long-term returns as the S&P 500 but dissimilar short-term returns, which can add diversification to your portfolio. How the 0.01% rule can help determine whether you can afford an ...

Imagine hiking the Grand Canyon at 70, sharing stories with grandkids over a cozy dinner, or embarking on an Alaska cruise to celebrate a milestone birthday, marveling at Yukon Gold Rush history with ...

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