Think you're a savvy retirement planner? Here’s what you may be forgetting.

Many big home repairs can’t wait, but your retirement also needs protection. Learn if and when to use cash, a money‑market fund, a Roth IRA, or a 401(k) for home repairs.

A Roth IRA is one of the best sources of tax-free income for seniors. Roth IRAs are an alternative to traditional IRA ...

My good friend Bob from Munster had a question I thought merited visiting in the column. Bob’s question involved a topic we are dealing with more and more often in the practice and a tool we are using ...

Roth conversions are not just a tax strategy — they’re also a bet on longevity, market performance, and long-term tax ...

Paying 32% today to avoid up to 18% later is generally a poor trade-off. Few retirees face a top-bracket tax rate on every ...

There is no legal or regulatory age restriction on Roth conversions, so it's not too late in that sense. Generally speaking, ...

Civilian federal employees and uniformed service members will soon be able to convert their pre-tax Thrift Savings Plan ...

Roth conversion strategies for tax efficiency, preservation portfolios, and lifestyle tips for well-being—read now.

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax rate at distribution. Tax-free growth in a Roth IRA is a significant ...