I found your column “Do Roth IRA conversions still make sense with the passage of the GOP tax law?” very helpful and I better ...

If you need retirement funds for living expenses now, paying taxes on a Roth conversion may cost more than it saves. But, if ...

For working age Americans who have stashed capital away diligently in their 401(k) plans, or other similar plans, for many ...

Also: Small-cap stocks, a bond-market warning, and two metals that might join the amazing rally for gold and silver.

Diving into the J-Curve tax strategy to learn more and see if it's an accessible way to slash your IRA conversions ...

While a conversion can be the right thing for some retirees or soon-to-be-retirees to do, finance experts suggest 10 times you should not do a Roth conversion.

When it comes to paying taxes, less is obviously better. In the last few years, that has meant a big push for converting any ...

The Roth IRA is one of the most widely held retirement accounts in the United States. According to ICI’s 2024 study, there ...

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 ...

My good friend Bob from Munster had a question I thought merited visiting in the column. Bob’s question involved a topic we are dealing with more and more often in the practice and a tool we are using ...

Albert, a 57-year-old listener, wrote to Orman after moving $10,000 from his traditional IRA into a Roth IRA in 2024. Like many investors, he knew he would owe ordinary income taxes on the conversion.

Taxpayers aged 65 and older may be able to benefit from a $6,000 'senior bonus' deduction over the next four tax years. Here ...