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

Roth IRAs are not subject to rules on required minimum distributions (RMDs), and qualifying withdrawals from Roth accounts in ...

Every December, financial advisors ask high-earning clients: have you done your backdoor Roth yet? The mechanics are ...

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

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 ...

Retirement planning is easier than ever with online tools. Unfortunately, some apps and websites offer a better user ...

John Stevenson reports that 32.8% of near-retirees lack a tax plan, leaving many unprepared for unexpected retirement tax ...

For most wealth managers, the mass-affluent market isn't a niche; it's the core of their business. Households with $500,000 to $2 million in investable assets form the main revenue source for many ...

If you’re a member of the sandwich generation, and you’re feeling squeezed, make sure you’re not leaving money on the table.

Julie Welch, literally wrote the book on taxes and teaching tax—an AICPA faculty for 24 years and Sidney Kess Award winner.

Here are money moves to make amid a layoff, along with financial products that could help. Money moves to make amid a layoff ...

If you’re a member of the sandwich generation, and you’re feeling squeezed, make sure you’re not leaving money on the table.