Converting a traditional IRA to a Roth IRA can help you minimize taxes in retirement. But executing the conversion ...

In a previous article about Roth conversions, an advisor wrote: "For many folks, a prime time for Roth conversions takes ...

High earners who execute the backdoor Roth IRA correctly can still generate an unnecessary tax bill through one specific ...

Take a tax hit today to avoid one later?

This may be the perfect time to convert a traditional IRA to a Roth IRA.

A majority of Americans say they aren’t ready for retirement, a recent survey found. Here’s what the pros say you should do ...

In November 2021, the House of Representatives voted to kill two of the most powerful tax strategies available to high ...

A bit of thoughtful planning now could spare your family from an expensive headache down the road.

Say you’ve saved $1.6 million in your 401(k) — a number that reflects years of discipline and sacrifice. Now, financial experts are saying much of that money should be in a Roth IRA instead. Should ...

A cardiologist who retires at 60 with $2 million in a traditional 401(k) and delays Social Security until 67 has something ...

When you reach retirement age, financial decisions become even more important as you are no longer generating income from working. Every choice you make about your money has a direct impact on your ...

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 ...