Civilian federal employees and uniformed service members will soon be able to convert their pre-tax Thrift Savings Plan ...

Before rushing to a Roth conversion, here are several important realities federal employees should understand.

As financial advisors, our heroics don’t typically make for riveting dinner conversation, but in our daily duties, we frequently step in and save the day. We wield advanced modeling tools to optimize ...

Transferring some of your retirement savings from a tax-deferred account like a 401(k) to a Roth IRA can help you reduce or possibly avoid required minimum distributions (RMDs) and income taxes later ...

Let me be honest with you. When it comes to retirement planning in 2025, there's a conversation happening in financial circles that most people are missing. It's about a window of opportunity that, ...

As of June 23, the 403(b) voluntary plan – an employee voluntary retirement savings option – now offers active faculty and staff a Roth in-plan conversion feature. This newly expanded retirement ...

When it comes to retirement planning, it's best to plan ahead. The Roth IRA is a popular way to save for your future. Perhaps you’ve been thinking about converting part of your traditional Individual ...

A yellow sticky note on top of an IRS 1040 tax form with Roth IRA conversion tax strategy written on it. Many people don’t think of or are simply unaware of potential IRMAA Medicare surcharges when ...