Answer: Generally speaking, it makes the most sense to consider a Roth conversion when your current tax rate is lower than ...

Some heirs are considered "eligible designated beneficiaries," and the 10-year rule does not apply to them. These include ...

My wife and I are 67 and 62, respectively. We own our apartment valued at $825,000. I also own an apartment with our only ...

Converting now would enable you to spread a possible tax hit over more than one payment while reducing future taxes.