My wife and I are 70 years old. We've paid off everything, including the house. Between my pension of $29,000 and Social ...

Wealth Enhancement reports seven year-end tax moves to optimize savings, including maximizing retirement contributions and ...

Jeff DeHaan explains how strategic Roth conversions can safeguard your heirs and spouse from future tax burdens. Drawing on ...

While time is running out to make Roth conversions before the end of the taxable year, consider taking your time and ...

A Roth conversion—when you take money from a tax-deferred account, like a traditional 401(k) or IRA, and put it into a Roth ...

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

For some, the end of Halloween ushers in the holiday season. For personal finance nerds like me, it means that it’s time for ...

Glen and Harriett Hager have been a team since they were married 53 years ago. Now in their early 80s, they’re trying to plan for uncertainties ahead, such as what will happen financially should one ...

With potential tax changes on the horizon, 2025 may be the ideal time to explore a Roth conversion. REAP Financial explains how converting to a Roth IRA can provide long-term tax advantages, greater ...

Trina Paul is a Breaking News and Personal Finance Writer at Investopedia, covering topics like retirement, consumer debt, and retail investing. She focuses on making complex financial topics ...

The final months of this year is a critical window of opportunity that could significantly reduce the total amount of taxes ...