When you reach retirement age, financial decisions become even more important as you are no longer generating income from ...

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 ...

Roth conversions and other Roth strategies can be complex, but don't dismiss these tax planning tools outright. They could ...

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 ...

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 ...

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 ...

It's true that there are income limits to be eligible to contribute to a Roth IRA. Starting in 2026, if you're single or the ...

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 ...

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 ...

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 ...