Business Q&A: Let's have a conversation about Roth conversions

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax ...

We’re in our 80s and considering converting our Roth IRAs now before one of us dies. Will it spare our family a future tax headache?

Any funds the couple transfers from an IRA to a Roth IRA are taxable. Currently, the couple draws an annual income of about ...

How to master the retirement income trinity: Cash flow, longevity risk and tax efficiency

Retirement income planning is essential for your peace of mind — it can help you maintain your lifestyle and ease your ...

Inheriting an IRA? Advisors warn these 3 costly mistakes could drain far more of your windfall than you expect

We’re in the midst of a great wealth transfer, but if you’re inheriting an IRA there are a few common mistakes that could drain your windfall. By 2048, boomers and the Silent Generation are expected ...