Today’s article comes from a question for Money Girl listener Nancy P., who says: “I recently discovered your podcast and really enjoy it! I’m 60, single, have an annual income of $84,000, and want to ...

You'll owe income taxes in the year you convert Reviewed by Andy Smith Fact checked by Jane Meacham A Roth IRA can offer a powerful tax advantage for retirement savers: tax-free withdrawals during ...

Many term life policies let you switch to permanent coverage, like whole life or universal life, without undergoing a medical exam. Your conversion window won’t stay open forever, so grab your policy ...

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. And it’s one you can arrange by keeping at least ...

A Roth conversion—when you take money from a tax-deferred account, like a traditional 401(k) or IRA, and put it into a Roth account, typically a Roth IRA—is a financial strategy with the potential to ...

Regular readers will know how strongly I believe in Roth conversions. Typically, when discussing Roth conversions, not enough attention is paid to the tax incurred. Depending on the size of the ...

Online video marketing experts often talk about the importance of converting viewers, or of making a conversion. But what does that mean? Perhaps you've seen experts talk of converting viewers into ...