When it comes to retirement planning in 2025, there's a conversation happening in financial circles that most people are ...

Roth strategies are not going away. But the way certain federal employees use them is changing, and the timing of your decisions is becoming far more important.

PHOENIX — Reaching your retirement goals is possible despite the bipolar nature of today’s economy, and Roth conversion can be a major factor in securing that reality. This form of asset consolidation ...

Converting retirement funds to a Roth is a smart strategy for many, but the older you are, the less time you have to recover ...

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax ...

If you're revisiting your retirement plan before year-end, a Roth conversion could be one of the smartest tax moves available. Converting a traditional pre-tax IRA into a Roth IRA now can lock in long ...

Roth IRAs are tax-free. Traditional IRAs are tax-deferred. Understanding the ramifications of tax-free versus tax-deferred in your retirement plan is a major factor in why Roth IRAs are often superior ...

Also: Small-cap stocks, a bond-market warning, and two metals that might join the amazing rally for gold and silver It is easy to assume that avoiding taxes is an ideal strategy for managing your ...

As investors wrestle with tariff-induced stock market volatility, there could be a tax-planning opportunity. But it's not right for all investors, experts say. Stream NBC 5 for free, 24/7, wherever ...