Roth IRA Conversions

When you turn 72, you’ll have to start taking minimum distributions from your traditional IRA and 401(k). These strategies will help trim what you owe…

The time is now to maximize contributions. Also, if you’ve got required minimum or charitable distributions to make, that deadline is coming up.

For two of my clients, the time was right for executing a Roth IRA conversion. Here’s why, and how they made the strategy work for them.

Are you saving for retirement? Good start. But almost everyone has something to learn about optimizing their individual retirement account from IRA st…

The tax bill that you’re putting off on your traditional IRA or 401(k) may be higher than you think, especially since it’s looking likely that tax rat…

Like marriage, converting a traditional IRA to a Roth is not a step that should be taken lightly.