Roth conversions to secure tax-free withdrawals during retirement are gaining popularity as Gen X gets closer to retirement, but financial advisers warn that the decision to convert should be ...

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When I was 22, my grandmother died. She was my favorite person. She didn’t have a lot of money, but each of us grandchildren ...

Unlike with traditional IRAs, Roths do not provide tax savings, so anyone converting such funds to a Roth must pay federal income taxes on the amount converted.

Roth IRAs are popular for tax benefits in retirement. Consider Vanguard's 'BETR' approach, other factors to see if a Roth conversion's right for you.

Most Utah retirees assume they’re playing it safe by leaving traditional IRAs untouched until Required Minimum Distributions ...

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Under the SECURE Act, signed into law in December 2019, most nonspouse beneficiaries must withdraw all the money from an ...

Run the numbers: For 2025, the standard deduction is $31,500 for married couples and $15,750 for singles. If your total itemized deductions — including mortgage interest, charitable giving, and state ...

The best retirement strategy considers timing, taxes and risk ...

An IRA conversion can give you a leg-up in retirement with tax-free income. But proceed with caution.

One of the biggest things that we like to remind people is that when you hit retirement you have to start managing your money in reverse," Thiago Glieger said.