This may be the perfect time to convert a traditional IRA to a Roth IRA.

A Detroit listener named Dave put a sharper question to financial advisor Wes Moss than most people bother to ask: if Roth ...

One smart move ahead of retirement, though, could help you keep your Medicare premiums lower. You just have to plan for it ...

Here's what you need to know to determine if a Roth IRA conversion this year is the right move.

A 58-year-old with $1.4 million in a traditional 401(k) and a plan to retire this year faces a problem the account balance ...

People with Roth IRAs generally have to wait five years before withdrawing earnings from their account. But the devil is in ...

Roth conversions have become one of the most talked-about strategies in retirement planning. Many headlines suggest ...

Want to access retirement savings before 59½ without penalties? The Roth conversion ladder makes it possible. Here’s how it works.

It might seem counter intuitive to decide to pay MORE taxes now, rather than defer them, but in some cases, that can be a smart, tax-efficient strategy. Have I piqued your curiosity? I want to ...

Doing a Roth conversion in any climate can be a painstaking and nerve-wracking process. That said, let’s dive into whether investors should convert their traditional retirement accounts to Roth ...