Reviewing prior-year tax returns can uncover missed planning opportunities. Learn four common tax red flags advisors should ...

Fraser Allport emphasizes that Roth IRA conversions are not one-size-fits-all, and are often implemented as a multi-year ...

In my 30-plus years reporting and publishing financial journalism, I've observed one major piece of advice on which personal ...

You can convert an IRA to a Roth no matter how old you are. But if the conversion boosts your income, it could have tax consequences.

We have a taxable investment account with $1.37 million invested in a total stock market index fund. My Roth IRA has $28,000, also invested in a total stock market index fund, and my wife's Roth IRA ...

Trump Accounts hold limited appeal for kids who miss out on free seed money—unless you look ahead to the surprising tax value they can unlock when your child turns 18.

Legacy planning also shifts the calculus. Roth IRAs don't have Required Minimum Distributions during your lifetime, and heirs generally receive distributions free of income tax, though they must empty ...

But you may still be confused about exactly how much you need to withdraw -- and from which accounts. To make things more complicated, RMD rules have changed over the last several years. That can lead ...

A Roth conversion means taking a tax hit today to avoid one later, so if you expect to be in a lower tax bracket in ...

Punxsutawney Phil may have called for six more weeks of Winter, yet wealth managers are already making these smart moves ahead of Tax Day.

Last year, the IRS issued final regulations related to limits set by the SECURE 2.0 Act to pre-tax contributions that ...

How grandparents can use Inherited IRA and special needs trust planning to reduce taxes and provide long-term financial ...