With the national debt soaring to unprecedented levels, you may be concerned about protecting your investments from future tax rates. Investment accounts like IRAs, 401(k)s and other tax-deferred ...

According to financial advisers, the time is ripe to do Roth conversions – that is, to convert traditional, pretax retirement accounts to Roth IRAs. This is due to low individual tax rates by ...

What are the 5 Types of Roth Conversion Strategies? Did you know that the correct Roth conversion strategy can have a significant impact on how much your clients will pay in taxes over the course of ...

Converting a traditional IRA to a Roth IRA can help you minimize taxes in retirement. But executing the conversion strategically is key to maximizing the benefits. A recent Schwab retirement planning ...

Converting money from a tax-deferred retirement account to a Roth IRA can cause Medicare premiums for Part B and Part D to increase – in some cases dramatically – because Medicare premiums are tied to ...

Your lower-income retirement years are the best time to perform a Roth conversion because of your lower tax rate. You should avoid converting an amount that pushes you into a higher tax bracket.

Bernard May is the CEO of National Positions, a 5-time Inc. 500 company, award-winning marketing agency and Google Premier Partner. Brands, businesses and marketing agencies alike have a habit of ...