Two financial planners take on the establishment with a new view on retirement taxes Should you do Roth conversions? Stick to the math for the answer. When it comes to paying taxes, less is obviously ...

Sometimes moving money to a Roth IRA just doesn't make sense If you're eager to jump on the Roth bandwagon, it may be frustrating to go through the process and find roadblocks. But sometimes, you run ...

The Certified Roth Conversion Specialist™ (CRCS™) designation launches to certify advisors in Roth conversion analysis ...

The new tax and policy law known as the “One Big Beautiful Bill” will create both opportunities and hazards for Roth conversions, said Robert S. Keebler, tax and estate partner at Keebler & Associates ...

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. And it’s one you can arrange by keeping at least ...

I love helping my clients maximize their tax-free retirement income streams. Converting a traditional IRA account to a Roth IRA is a fabulous part of a proactive tax-planning strategy to reduce the ...

People with Roth IRAs generally have to wait five years before withdrawing earnings from their account. The tricky part lies in the fine print, and when it comes to this rule, clarity is hard to come ...

Roth IRA conversion is becoming popular as people plan for retirement and want tax-free income later. Experts say the BETR method is a simple way to check if converting makes sense based on future tax ...

As investors strive to optimize their retirement savings and minimize tax burdens, understanding how Roth conversions benefit them becomes more important. Roth conversions have great significance when ...