Recent dips in the market were good opportunities to convert traditional IRAs and 401(k)s to Roth accounts, advisors say. But clients who missed out shouldn’t despair. “Periods of increased market ...

According to an article by Brandon Renfro, there are three 5-year rules for Roth IRAs, but he talks about the first two as ...

HUNTSVILLE, Ala. (WAFF) - A backdoor Roth conversion is a strategy used by high-income earners to contribute to a Roth IRA, even when their income exceeds the IRS limits for direct Roth contributions.

As clients amass their retirement dollars over their working years, tax situations are likely to become more complicated over time. That’s especially true for clients who are fortunate enough to have ...

I encouraged my wife to take a $40,000 Roth conversion in a lower tax year. Even though she has another Roth IRA at a different broker, she was encouraged to keep the money where she already had her ...

Please provide your email address to receive an email when new articles are posted on . For high-income earners, including physicians, getting funds directly into a Roth IRA or other after-tax ...