Here's why large Roth conversions at age 63 can be dangerous. Age 65 is when Medicare eligibility generally begins. If you do ...

Sometimes, life goes one way when you planned on it to go another. In the case of retirement planning, let's say you've been saving money in a tax-deferred retirement account (like a traditional ...

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 ...

Roth accounts are popular because they offer several advantages. Investors can make tax-free contributions, while earnings on the account and withdrawals made during retirement are also tax-free. Even ...