Managing your finances in retirement can be a careful balancing act.

There are plenty of reasons to consider a Roth conversion ahead of or in the early stages of retirement. With a Roth ...

Planners say the Roth conversion may outweigh the seed deposit.

The pre-retiree forum question keeps appearing in different forms: a 54-year-old software engineer with $1.4 million in a 401 ...

Converting a traditional IRA or 401(k) to a Roth account can save retirees thousands in taxes over their lifetime, but only ...

A backdoor Roth IRA allows high-income earners to move money into a Roth IRA. It is a simple two-step strategy that works because, while the IRS sets income limits on direct Roth IRA contributions, it ...

Clients can maximize profits by paying the tax bill outside of the conversion — and more reminders for advisors before they ...

She is 59, single, no kids, and just left a long career with $90,000 annual pension arriving monthly for life. On top of that ...

However, the five years leading up to retirement are far from a passive countdown.  Advisors, including Fidelity’s Frank ...

Constance retired last year at 66 with a portfolio most planners would call enviable. She has $900,000 in a traditional IRA, ...

Roth accounts have become something close to financial gospel. Fund the Roth. Do the conversion. Pay the tax now so that you never pay it again. It’s good advice often enough that it’s easy to stop ...

The period right before retirement is a crucial time. Find out why the wrong decisions can tarnish the rest of your golden ...