Roth conversions are a popular year-end tax strategy for younger retirees. Here is why it typically makes sense to wait until ...

Roth conversions, which transform traditional IRAs into Roth IRAs, are a powerful retirement and tax tool. Here are eight ...

A Roth IRA conversion allows you to transfer funds from a traditional IRA to a Roth IRA, but you must pay taxes on the converted amount upfront while benefiting from tax-free withdrawals later.

Converting to a backdoor Roth IRA via an IRS "loophole" is an estate planning tool that gives heirs tax-free income in ...

To reduce RMDs, you should first prioritize Roth contributions. Roth contributions can be preferable to traditional ...

Maximize savings before the year ends.

Gina moved her $1.6 million pretax 401(k) into a Roth 401(k) and eventually rolling it into a Roth IRA -- Orman dismissed the ...

From avoiding costly mistakes to learning how to safeguard retirement savings from inflation, the finance guru offers sound ...

With the overhanging federal government shutdown, it's more important than ever to properly prepare for retirement.

Answer: If you got a deduction for contributing this money, and you want to keep the funds you’re required to withdraw, then yes, you have to pay taxes on these distributions.

grandchildren are set to inherit a family farm currently shared by 7 siblings, but disagreements over upkeep payments could ...

Most federal employees stick with traditional TSP contributions; those made with pre-tax dollars. This presumes that, once you retire, you’ll fall into a lower tax bracket and thus pay less taxes on ...