Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

You'll owe income taxes in the year you convert ...

At age 55 with $900,000 in a traditional individual retirement account (IRA), converting $100,000 per year to a Roth IRA could help reduce required minimum distributions (RMDs) and related taxes in ...

Be sure you understand the tax consequences before making the change Cathy Pareto, MBA and CFP®, is the founder and president of Cathy Pareto & Associates Inc. For more than twenty years, Cathy has ...

One of the most commonly asked questions among investors is whether or not they should convert to a Roth IRA, and if so, when ...

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 ...

Roth IRA conversions might seem complicated at first, but they're a great way for retirees to reduce their tax burden. Learn ...

There's a reason Roth conversions are a big part of many people's retirement strategy. If you earned too much money most of ...

(CNN) — Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. (CNN) — Having financial flexibility in ...

“I’ve read this advice again and again.” ...

Typically, converting IRAs to Roth IRAs is a fourth quarter conversation with clients, as by then they have a pretty good idea of what their financial year will look like as the Dec. 31 deadline nears ...