Sometimes, life goes one way when you planned on it to go another. In the case of retirement planning, let's say you've been saving money in a tax-deferred retirement account (like a traditional ...

At some point, your client may want to do a Roth conversion: move some or all their money from a traditional 401(k) to a Roth 401(k) plan, or a traditional IRA to a Roth IRA. Roth conversions have tax ...

Be sure you understand the tax consequences before making the change Cathy Pareto, MBA and CFP®, is the founder and president of Cathy Pareto & Associates Inc. For more than twenty years, Cathy has ...

This post was sponsored by DAC Group. The opinions expressed in this article are the sponsor’s own. To create websites and marketing campaigns that will increase conversions, you must understand what ...

Imagine you’re 65 with $1.2 million in an IRA and a lingering question: should you convert your account into a Roth IRA? The answer may depend on how you go about it. A Roth conversion can provide ...

I love helping my clients maximize their tax-free retirement income streams. Converting a traditional IRA account to a Roth IRA is a fabulous part of a proactive tax-planning strategy to reduce the ...

A Roth IRA conversion moves money from a pretax retirement account to a Roth IRA. The amount you convert is taxed as ordinary income. There are several situations where a Roth IRA conversion may make ...

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'It seems like the perfect situation for charlatans' "There are numerous 'advisers' out there that claim to have a method by which Roth conversions can be done without taking the normal tax hit." ...