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 ...

I found your column "Do Roth IRA conversions still make sense with the passage of the GOP tax law?" very helpful and I better understand the strategic choice a conversion to a Roth IRA represents. My ...

The decision on whether or not to do a Roth conversion depends on several factors. There's no one-size-fits-all answer. The $23,760 Social Security bonus most retirees completely overlook › The type ...

'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." ...