Dave Ramsey spent time on his show walking a caller through one of the most overlooked moves in retirement tax planning: ...

Every market dip quietly shrinks the tax bill on a Roth conversion, and most investors never notice until they see the math ...

It's an important thing to keep on your radar.

If there’s one group likely to be experiencing the most consternation over inflation and economic uncertainty, it’s those who have just retired or are about to. To make it through this period with ...

When converting a traditional individual retirement account to a Roth, there may be significant advantages to paying the taxes with funds not involved in that investment, according to tax experts.

Moving to a no-income-tax state before converting a $250,000 IRA to a Roth can eliminate up to $21,000 in state taxes. Roth conversions must be timed carefully, as converted funds are taxed as ...

While the transfers are mostly used by experienced workers, there are reasons for advisers to recommend them for younger workers, too. Roth assets have long been appealing for investors seeking ...

Dear Liz: My husband and I both waited until age 70 to start Social Security. I will be 72 in September and am considering retirement. My husband is retired, 74, and taking required minimum ...

Roth conversions are often described as a smart move for retirees who want tax-free income later in life. But the same strategy that creates long-term savings for one household can trigger higher ...

Dear Liz: My husband and I both waited until age 70 to start Social Security. I will be 72 in September and am considering retirement. My husband is retired, 74, and taking required minimum ...

This is read by an automated voice. Please report any issues or inconsistencies here. See more from the L.A. Times in Google Search. Set us as preferred Dear Liz: My husband and I both waited until ...