Learn how to calculate your Roth IRA contribution limit based on your income and filing status for 2025 and 2026. Maximize ...

A Roth IRA conversion is available any time you have money in a qualifying pre-tax account. People choose to make a ...

Converting a traditional individual retirement account to a Roth IRA is a powerful way to reduce taxes in retirement. Essentially, you’re choosing to pay taxes now in exchange for tax-free withdrawals ...

At first, the increases tend to be modest. At age 73, the typical RMD is 3.77% of the account balance at the end of the prior year. By age 80 the percentage is still under 5%. However, the percentage ...

When you reach retirement age, financial decisions become even more important as you are no longer generating income from working. Every choice you make about your money has a direct impact on ...

Typically, converting IRAs to Roth IRAs is a fourth quarter conversation with clients, as by then they have a pretty good idea of what their financial year will look like as the Dec. 31 deadline nears ...

In 2025, a record 4.18 million Americans will turn 65. For those planning to retire soon, an important question arises: Does converting retirement savings from a tax-deferred account to a Roth IRA ...

As financial advisors, our heroics don’t typically make for riveting dinner conversation, but in our daily duties, we frequently step in and save the day. We wield advanced modeling tools to optimize ...

It's true that there are income limits to be eligible to contribute to a Roth IRA. Starting in 2026, if you're single or the ...

It’s exceedingly difficult to play a perfect game of football, but Oregon’s 49-21 win over Washington a season ago was fairly close. Then,... When senior running back Noah Whittington cut right in the ...

A yellow sticky note on top of an IRS 1040 tax form with Roth IRA conversion tax strategy written on it. Many people don’t think of or are simply unaware of potential IRMAA Medicare surcharges when ...

Despite opening the season undefeated, it’s been a rocky start for the Oregon Ducks men’s basketball team. They have struggled with turnovers... If you’ve been steadily contributing to a traditional ...