Converting a traditional individual retirement account to a Roth IRA is a powerful way to reduce taxes in retirement. Essentially, you’re choosing to pay taxes now in exchange for tax-free withdrawals ...

Any money you move from a traditional IRA to a Roth IRA is treated as ordinary income. That's why you should make these ...

Retirees will generally have more insight into the wisdom of a Roth IRA conversion than younger workers, due to decreased uncertainty about future income paths and tax rates. Decisions about how and ...

Key Points Rolling a traditional 401(k) into a Roth IRA triggers immediate taxes on the full conversion amount. Roth IRAs ...

In 2025, a record 4.18 million Americans will turn 65. For those planning to retire soon, an important question arises: Does converting retirement savings from a tax-deferred account to a Roth IRA ...

A Roth conversion can cause your Medicare premiums to surge. That's the bad news. The good news is that this surge will be temporary, depending on your future income. The better news is that you can ...

As financial advisors, our heroics don’t typically make for riveting dinner conversation, but in our daily duties, we frequently step in and save the day. We wield advanced modeling tools to optimize ...

A 401 (k) to Gold IRA rollover is a legitimate and IRS-compliant strategy for individuals seeking to protect their retirement savings with physical assets. It provides an opportunity to diversify ...

Despite opening the season undefeated, it’s been a rocky start for the Oregon Ducks men’s basketball team. They have struggled with turnovers... If you’ve been steadily contributing to a traditional ...

It’s exceedingly difficult to play a perfect game of football, but Oregon’s 49-21 win over Washington a season ago was fairly close. Then,... When senior running back Noah Whittington cut right in the ...