Dear Dan, I found your column “Do Roth IRA conversions still make sense with the passage of the GOP tax law?” very helpful ...

Diving into the J-Curve tax strategy to learn more and see if it's an accessible way to slash your IRA conversions ...

If you need retirement funds for living expenses now, paying taxes on a Roth conversion may cost more than it saves. But, if ...

For working age Americans who have stashed capital away diligently in their 401(k) plans, or other similar plans, for many ...

If you’re looking for a tax-savvy way to deal with you required minimum distributions (RMDs), converting them into a Roth IRA ...

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The Roth IRA is one of the most widely held retirement accounts in the United States. According to ICI’s 2024 study, there ...

Learn 5 expert-backed Roth IRA secrets that could boost your retirement savings and help you avoid common mistakes investors make.

Taxpayers aged 65 and older may be able to benefit from a $6,000 'senior bonus' deduction over the next four tax years. Here ...

New law gives seniors a $6,000 tax break on Social Security, but many still face taxes. Fidelity suggests Roth IRAs, HSAs and ...

Domain Money reports effective tax optimization strategies can significantly lower tax burdens for all income levels through ...