Many financial planners complete Roth individual retirement account conversions around year-end. Roth conversions typically require precise current-year income projections to avoid possible tax ...

Forbes contributors publish independent expert analyses and insights. Empowering smarter money moves. An IRA to Roth IRA conversion can be a smart move that can help you keep more of your money in ...

Medicare premiums are based on taxable income and a sudden increase can raise your costs. So if you are considering a Roth conversion as part of a long-term strategy to lower retirement taxes, this ...