Firm Introduces Multiple IRS-Compliant Approaches to Reduce, Recover, and Offset Roth Conversion Taxes We're the bridge ...

Unlike with traditional IRAs, Roths do not provide tax savings, so anyone converting such funds to a Roth must pay federal income taxes on the amount converted.

Take a tax hit today to avoid one later?

Roth conversions are all the rage, but what works well for one household can cause financial strain for another. This is what you should consider before moving ahead.

Thrift Savings Plan participants need to carefully weigh the advantages and potential tax pratfalls of moving their balances to an after-tax investment strategy.

The Certified Roth Conversion Specialist™ (CRCS™) designation launches to certify advisors in Roth conversion analysis ...

If you are considering doing a Roth conversion, this article is for you. This is the third column in a three-part series. The first one, “10 reasons not to do a Roth conversion,” ran in early June and ...

According to Chuck Oliver, CEO of The Hidden Wealth Solution, tax planning should not be treated as an afterthought to investment management. Instead, it should serve as the structural foundation of a ...

Federal employees can use a new Thrift Savings Plan tool to weigh the tax costs and retirement advantages of moving traditional balances to Roth.

When is a Roth conversion a good idea? Readers are confused about their strategies. Got a question about investing, how it fits into your overall financial plan and what strategies can help you make ...