A smart Roth conversion strategy reduces future taxes, protects a surviving spouse and avoids Medicare premium surcharges.

The right strategies can help you avoid a massive tax bill.

Imagine you’re 65 with $1.2 million in an IRA and a lingering question: should you convert your account into a Roth IRA? The answer may depend on how you go about it. A Roth conversion can provide ...

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'It seems like the perfect situation for charlatans' "There are numerous 'advisers' out there that claim to have a method by which Roth conversions can be done without taking the normal tax hit." ...