Required minimum distributions or RMDs are usually framed as a financial disaster. A ticking time bomb that should be avoided ...

If you're not careful, that move might come back to bite you.

Retirees will generally have more insight into the wisdom of a Roth IRA conversion than younger workers, due to decreased uncertainty about future income paths and tax rates. Decisions about how and ...

Before rushing to a Roth conversion, here are several important realities federal employees should understand.

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 ...

(CNN) — Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. And it’s one you can arrange by keeping ...

This article is about the pros and cons of Roth conversions for different age groups.

RMDs can also act as a nudge for estate planning. If you have sizable account balances, these required withdrawals can be ...

Because Medicare premiums are tied to income, converting a $235,000 retirement account to a Roth IRA has the potential to cause Medicare Part B premiums to increase. For many taxpayers, in fact, a ...