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

Clients can—and especially for high-income clients, often should—continue to engage in retirement income planning strategies after reaching their required beginning date (RBD). Rollovers and ...

Converting a traditional individual retirement account to a Roth IRA is a powerful way to reduce taxes in retirement. Essentially, you’re choosing to pay taxes now in exchange for tax-free withdrawals ...