Personal finance author and philanthropist Tony Robbins recognizes this shift in reality and suggests a key retirement ...

Now that Donald Trump is back in office, it looks like tax rates won’t go up. Does this make Roth conversions from an IRA ...

When it comes to saving for retirement, the Roth and traditional IRA are like two sides of the same coin. Both offer powerful ...

So if you are currently in a high tax bracket and are planning on leaving your IRA to a beneficiary in a low tax bracket or a charity in a zero tax bracket, Roth conversions were not a great ...

Avoiding the variety of mistakes that can occur during a retirement account rollover requires careful consideration.

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Many people confuse filing their taxes with doing tax planning. Is your tax preparer actually giving you tax planning advice?

Converted Roth IRA funds are tax- and penalty-free after five years from Jan. 1 of the year of the conversion. Roth IRA earnings are tax-free after age 59 1/2 and a five-year holding period.

Early retirement isn’t exclusively for the rich. Many people, particularly followers of the FIRE movement – short for ...

For this edition of the Two-Minute Money Plan, Greg Reynolds with Reynolds Wealth Management discusses whether you should rethink that Roth IRA conversion.

Taxes don't stop in retirement. They often become more complicated as you draw income from multiple sources, each with its own tax treatment. Social Security, retirement ...