I encourage many clients to view their Roth account not as a retirement income source but instead as a multigenerational ...

Dr. JeFreda R. Brown is a financial consultant, Certified Financial Education Instructor, and researcher who has assisted thousands of clients over a more than two-decade career. She is the CEO of ...

Roth conversions are a savvy financial move, but only if you’re in the right age bracket, according to Dave Ramsey.

On her September 15, 2022 Women & Money episode, Suze Orman dropped a line every retiree planning a Roth conversion should ...

Roughly 70 million workers actively participate in 401(k) retirement plans, and those plans now hold $10.1 trillion in assets ...

With investment accounts about to end a very good year and current tax rates unlikely to change for a while, the case for paying taxes now to convert traditional IRAs and 401(k)s to Roth accounts is ...

A smart Roth conversion strategy reduces future taxes, protects a surviving spouse and avoids Medicare premium surcharges.

A large 401(k) balance can leave you vulnerable to high RMDs if you do not use this strategy to prepare years in advance.

There are plenty of reasons to consider a Roth conversion ahead of or in the early stages of retirement. With a Roth conversion, you move money from a traditional IRA or 401(k) into a Roth IRA. The ...

There’s a strategy that could help turn these new investment accounts into tax-free vehicles in retirement, some experts say.

Roth IRAs are funded with after-tax dollars and can provide tax-free income after age 59 1/2. Money from a traditional IRA can be converted to a Roth IRA as long as you pay income tax on the converted ...