Getting the right tax advice and tips is vital in the complex tax world we live in. The Kiplinger Tax Letter helps you stay right on the money with the latest news and forecasts, with insight from our ...

Roth conversions are a popular way for people to reduce their tax burden over the long haul, and people often start making those conversions when they are a few years away from retirement. The goal is ...

My good friend Bob from Munster had a question I thought merited visiting in the column. Bob’s question involved a topic we are dealing with more and more often in the practice and a tool we are using ...

When it comes to managing retirement income, taxes can be one of your biggest – and most overlooked – expenses. Many retirees wonder whether converting their savings to a Roth IRA can help satisfy ...

Recent dips in the market were good opportunities to convert traditional IRAs and 401(k)s to Roth accounts, advisors say. But clients who missed out shouldn’t despair. “Periods of increased market ...