Topic
Latest reporting and analysis tagged with tax strategy.
A financial advisor responds to a reader's question about converting a traditional IRA to a Roth IRA, discussing tax implications, Social Security, and required minimum distributions.
A 64-year-old with $650,000 in a traditional IRA explores gradual Roth conversions to manage required minimum distributions and future tax liabilities.
Individuals with $1 million saved for retirement face potential tax burdens from common 'safe' moves. Financial advisors and tools can model long-term outcomes.