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 ...

A Roth IRA conversion is available any time you have money in a qualifying pre-tax account. People choose to make a ...

I want to do a Roth conversion from my traditional IRA in the amount of $250,000. It’s my understanding that I have to pay ...

Typically, converting IRAs to Roth IRAs is a fourth quarter conversation with clients, as by then they have a pretty good idea of what their financial year will look like as the Dec. 31 deadline nears ...

Any money you move from a traditional IRA to a Roth IRA is treated as ordinary income. That's why you should make these ...

As financial advisors, our heroics don’t typically make for riveting dinner conversation, but in our daily duties, we frequently step in and save the day. We wield advanced modeling tools to optimize ...

In 2025, a record 4.18 million Americans will turn 65. For those planning to retire soon, an important question arises: Does converting retirement savings from a tax-deferred account to a Roth IRA ...

I’m 72 years old and have my IRA in stock. I start required minimum distributions next year so I want to convert to a Roth ...

A yellow sticky note on top of an IRS 1040 tax form with Roth IRA conversion tax strategy written on it. Many people don’t think of or are simply unaware of potential IRMAA Medicare surcharges when ...

Despite opening the season undefeated, it’s been a rocky start for the Oregon Ducks men’s basketball team. They have struggled with turnovers... If you’ve been steadily contributing to a traditional ...

Americans angling for a tax-savvy retirement may have won more time to plan their strategy as election results come into focus. President-elect Donald Trump's White House win, along with Republican ...

It’s exceedingly difficult to play a perfect game of football, but Oregon’s 49-21 win over Washington a season ago was fairly close. Then,... When senior running back Noah Whittington cut right in the ...