If you have taken distributions from any tax-deferred retirement account, you know that the distribution is reported on IRS Form 1099-R. A Form 1099-R is not usually issued for money that is added to ...

Roth conversions are one of the most powerful financial planning tools available. While they’re not right for everyone, for many investors, a Roth conversion can unlock huge tax savings. There are ...

There is no age limit on Roth conversions, so you can transfer pre-tax savings into a Roth IRA regardless of your age or retirement status. As long as you have qualifying funds in a pre-tax portfolio, ...