Be careful if you're going to use this strategy.

Many investors within five years or so of retirement have the bulk of their savings in traditional tax-deferred 401(k)s and individual retirement accounts, instead of the after-tax Roth versions of ...

A smart Roth conversion strategy reduces future taxes, protects a surviving spouse and avoids Medicare premium surcharges.

This article is about the pros and cons of Roth conversions for different age groups.

If you're doing Roth conversions while enrolled in Medicare, or when you're about to enroll in Medicare, you'll need to be ...

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

In life, you often get second chances — and the same is true with investing. To illustrate: You might not have been able to contribute to a Roth IRA during your working years due to your income level, ...