Converting a 401(k) to a Roth IRA can potentially provide valuable long-term benefits, but it also triggers a tax bill that ...

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

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 ...

The IRS raised 2026 contribution limits for 401(k)s to $24,500 and IRAs to $7,500, giving you more room to save while cutting ...

Required minimum distributions (RMDs) can cause a tax headache. If you don't need the money, you may want to leave your ...

A Roth IRA is an individual retirement account that you fund with after-tax dollars. While you don't get a tax break now, your contributions and investment earnings grow tax-free.

In this interview, Roy Snarr explained the concept of a Roth conversion, highlighting the differences between traditional IRAs and Roth IRAs. He emphasized that converting funds from a traditional IRA ...

In the realm of retirement planning, the backdoor Roth IRA stands out as a clever strategy for high earners seeking tax-free income during retirement. However, its advantages extend beyond personal ...

Your 401(k) or IRA could hide a tax time bomb. Withdrawals in retirement are taxed. RMDs at age 73 can spike income. Future ...

Proactively reviewing your health coverage, RMDs, and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.

Can you really retire a decade early? I asked ChatGPT for a plan—and the bold strategy it gave me might change how you think ...

Marc Rogers, Founder/CEO of Producers Prospect, is a financial advisor, coach and industry leader with over 20 years of experience. Saving for retirement is like climbing Mount Everest. The ascent ...