Most retirees with seven-figure 401(k) balances never run the math on what their Required Minimum Distributions will look ...

If you have a high IRA or 401(k) balance, you should consider doing this instead.

Roth conversions can be a smart strategy for a lot of people. But that doesn't guarantee they make sense for you.

Converting a 401(k) to Roth requires a lot of planning to reduce how much taxes you pay in the long run. Here's how it works.

Quick Read Roth conversions for early retirees on ACA marketplace plans can trigger a hidden 38% effective tax rate when ...

Converting money from a traditional IRA or 401(k) into a Roth IRA means paying taxes up front in exchange for tax-free ...

With investment accounts about to end a very good year and current tax rates unlikely to change for a while, the case for paying taxes now to convert traditional IRAs and 401(k)s to Roth accounts is ...

Most investors approach Roth conversions with a simple question: Will my future tax bracket be higher than my current one? On paper, that seems like the most important question. A Roth conversion ...

For those lucky enough to have a traditional pension, there are special considerations at play. A pension quietly rewrites ...

The Roth 2010 Conversion Package from Advisors Trusted Advisor (ATA) is designed to help you cope with the new opportunities and challenges presented by the rules affecting IRA conversions. The ...

Deciding whether to do a Roth conversion involves a complicated math equation, but calculators might not give you the right answer. - Getty Images When it comes to making decisions about whether or ...