As clients amass their retirement dollars over their working years, tax situations are likely to become more complicated over time. That’s especially true for clients who are fortunate enough to have ...

HUNTSVILLE, Ala. (WAFF) - A backdoor Roth conversion is a strategy used by high-income earners to contribute to a Roth IRA, even when their income exceeds the IRS limits for direct Roth contributions.

I encouraged my wife to take a $40,000 Roth conversion in a lower tax year. Even though she has another Roth IRA at a different broker, she was encouraged to keep the money where she already had her ...