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 ...

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

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.

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

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

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 ...

If you are considering a year-end Roth individual retirement account conversion, you'll need to plan for an upfront tax bill. Still, "it can be hard to bite the tax bullet today and do a Roth ...

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 ...