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I'm 50 with $650k in a 401(k). Should I convert to Roth each year up to the 24% tax bracket limit?

Staggering your Roth conversions can save a lot of money. Under the right circumstances, a Roth IRA can be the best retirement account for tax management. On the back end, you simply can't beat the ...
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Ask an advisor: Should my wife convert her $350k to $400k to a Roth IRA at age 65 if she is still working?

My wife is currently working and has a traditional IRA with approximately $350,000 to $400,000. She is almost 65 but not ...