Dr. JeFreda R. Brown is a financial consultant, Certified Financial Education Instructor, and researcher who has assisted thousands of clients over a more than two-decade career. She is the CEO of ...

A Roth conversion has you moving funds from a traditional retirement plan to a Roth IRA. Because Roth conversions are a taxable event, it's important to get your timing right. There's one key windows ...

I found your column "Do Roth IRA conversions still make sense with the passage of the GOP tax law?" very helpful and I better understand the strategic choice a conversion to a Roth IRA represents. My ...

A backdoor Roth IRA allows high-income earners to move money into a Roth IRA. It is a simple two-step strategy that works because, while the IRS sets income limits on direct Roth IRA contributions, it ...

Roth accounts are popular because they offer several advantages. Investors can make tax-free contributions, while earnings on the account and withdrawals made during retirement are also tax-free. Even ...

'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." ...

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