Roth IRA vs Traditional IRA decisions are some of the most important financial choices you’ll make when planning for retirement. However, they come with complications that need to be navigated. In the ...

I found your column "Do Roth IRA conversions still make sense with the passage of the GOP tax law?" very helpful and I better understand the strategic choice a conversion to a Roth IRA represents. My ...

If you're anything like me, you've run across several articles discussing how smart it is to convert retirement savings to a Roth IRA after retirement. As if planning for retirement is not ...

Are you feeling overwhelmed by Roth IRA vs Traditional IRA tradeoffs? Then add terms like Deductible, Non-Deductible, MAGI, RMDs, phaseouts—it can feel like you need a tax degree just to choose an ...

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax ...