Quick ReadConverting $80,000 annually from a traditional IRA to a Roth unlocks each conversion's principal penalty-free ...

Most retirees with seven-figure 401(k) balances never run the math on what their Required Minimum Distributions will look ...

Learn how to convert your 401(k) to a Roth IRA, understand tax implications, MAGI effects, the five-year rule, and smart strategies to minimize your tax hit.

Roth conversions get major coverage from the popular press these days. Yet despite the hoopla, many of your prospective and existing clients harbor misguided beliefs about this potentially valuable ...

Let’s consider a scenario where you have two spouses, both 47, pulling $185,000 at the same employer. They are already maxing ...

High earners executing the backdoor Roth IRA often trigger an unnecessary tax bill through a single timing mistake. The ...

Richard A. Behrendt, J.D., First Vice President, Senior Estate Planner, and Blake Panosh, First Vice President, Insurance and Annuity Manager, Robert W. Baird & Co. At the beginning of 2010, a tax law ...

Question: “My 401(k) is held with a large financial services company. Last month – with a mix of pretax, post-tax, and Roth funds (including approximately $20,000 in post-tax contributions) – I ...

With the 2017 Tax Cuts and Jobs Act (TCJA) set to expire at the end of this year, financial advisors and tax professionals find themselves in a familiar position—navigating uncertainty. Tax laws are ...