Staggering your Roth conversions can save a lot of money. Under the right circumstances, a Roth IRA can be the best retirement account for tax management. On the back end, you simply can't beat the ...

Be sure you understand the tax consequences before making the change Cathy Pareto, MBA and CFP®, is the founder and president of Cathy Pareto & Associates Inc. For more than twenty years, Cathy has ...

A smart Roth conversion strategy reduces future taxes, protects a surviving spouse and avoids Medicare premium surcharges.

A Roth conversion could help you avoid required minimum distributions in retirement. Before you move funds into a Roth, make ...

Considering a Roth IRA conversion before RMDs? Learn if paying taxes now to avoid them later is right for you.

You can move funds from a 401(k) plan to a Roth IRA. Here's what you should know when using these accounts in your retirement ...

My wife is currently working and has a traditional IRA with approximately $350,000 to $400,000. She is almost 65 but not ...

The point, however, is that in some cases, relocating to a state without an income tax to do your Roth conversions could save ...

With Oregon’s softball most recent win over Northwestern, via the drop-dead rule, the Ducks have won their first three Big Ten series to start... If you’ve been steadily contributing to a traditional ...

Converting a traditional individual retirement account to a Roth IRA is a powerful way to reduce taxes in retirement. Essentially, you’re choosing to pay taxes now in exchange for tax-free withdrawals ...

As the stage gets bigger, the margins will get tighter, but after a series-opening game of green and yellow haymakers in a contest with a combined... The last NCATA program to start its season, Hawaii ...

The year 2010 marks the first time that wealthy individuals will have easy access to a Roth IRA. Although they still won't be able to make contributions to a Roth IRA if their adjusted gross income ...