I’m 72 years old and have my IRA in stock. I start required minimum distributions next year so I want to convert to a Roth ...

You can make a Roth IRA conversion at any time, as long as you have money in a qualifying pre-tax account. But the real ...

Roth IRA conversions can save you a lot of money in the long run despite the immediate tax hit.

With retirement planning and taxes, there are often two ways to look at a question: First, can you do something, and then, ...

Roth conversions increase current-year taxable income, but they allow clients to keep more of their money long-term. If they don’t convert, clients (or their heirs) will have to pay taxes on the IRA ...

Which is the best way to handle an individual retirement account (IRA)? Let it sit and earn money, then pay taxes on the ...

The tax and IRA expert weighs in on whether it makes sense to delay a first RMD and whether it’s possible to reduce ...

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 ...

Every senior on Medicare should be intimately familiar with IRMAA — the initials that stand for Income Related Monthly ...

Here is what retirement account owners need to know as the clock runs out on 2025, and what to prepare for as 2026 appears on the calendar.

As the calendar year winds down, it’s easy for busy physicians to focus on patient care and holiday plans while deferring ...

Year‑end planning is critical for wealthy families, in order to preserve wealth, minimize taxes, and grow wealth. Review ...