The "in-kind" method allows investors to diversify highly appreciated stock without handing over a chunk of the profit to the ...

If your client has an IRA, the Roth conversion conversation will inevitably come up. Processing Content The essence of optimal tax planning is to always pay taxes when tax rates are lower. But that’s ...

For some clients there are major potential benefits in converting pre-tax retirement plan accounts to a Roth account. For others it’s a pretty bad idea and can lead to large unexpected tax bills and ...

Roth conversions get major coverage from the popular press these days. Yet despite the hoopla, many prospective and existing clients harbor misguided beliefs about this potentially valuable planning ...

Your clients with 401(k)s and traditional IRAs have long heard about Roth IRAs, which offer different tax advantages than other kinds of retirement accounts. Depending on your client’s modified AGI ...

An increasing percentage of tax advisors client base is now eligible for a Roth IRA, according to a survey of 500 tax advisors. Processing Content The survey, conducted by Fidelity Investments, found ...