This says that you must wait until the converted funds have been in your Roth IRA for at least five years before you can ...

A new $6,000 tax deduction for seniors has created a limited-time opportunity to do a Roth conversion with a lower tax hit.

A new law provides a $6,000 extra deduction for taxpayers 65 and older. Learn who qualifies, the income limits, and how to ...

There is no age limit on Roth conversions, so you can transfer pre-tax savings into a Roth IRA regardless of your age or ...

Retirees with significant assets often have to plan around required minimum distributions (RMDs). If you already have ...

Recent tax changes, including an extra $6,000 deduction for those 65 and older, present a golden opportunity for retirees to ...

Saving for retirement isn't just about throwing money into a hole and hoping it will grow. You have to nurture that money with prudent decisions, too, such as building a portfolio that aligns with ...

MCKINNEY, TX, UNITED STATES, July 23, 2025 /EINPresswire.com/ -- Retirement Tax Consultants, a national leader in retirement tax optimization, today revealed an ...

The post Roth Conversions Face Shifting Tax Rules appeared first on Self Employed.

I’m 68 and recently retired and have about $1.4 million in accounts intended for retirement ($1.2 million in a Traditional IRA and $110K in a Roth). I also am receiving about $47,000 annually in ...

A Roth IRA is the best retirement account around, according to many experts. It offers huge benefits such as tax-free income and the ability to leave tax-free money to heirs. Plus, because of its ...

A Roth IRA can be an excellent vehicle in which to keep your retirement savings. The fact that your client can enjoy tax-free earnings in the account and leave tax-free money to their heirs is hugely ...