Will you regret that Roth conversion when you get a huge tax bill?

If you took advantage of the down market in 2022 to convert some of your IRA to a Roth, you’re about to get a reality check of how much that will cost you when you file your tax return. Tax-saving str...

Tax deadlines for retirees: do this before the year ends

It’s the most wonderful time of the year for holiday cheer – and last-minute tax tips.  Retirement Tip of the Week: As we approach the new year, look for tax-advantageous strategies to cut your tax bi...

Should I do a Roth conversion to offset stock losses?

Q.: Dear Dan, We have roughly $45,000 in short-term & long-term losses this year from our brokerage accounts. Is the best move to sell some of our positive stock positions in our brokerage account...

Is now a good time to do a Roth IRA conversion?

Hello and welcome to Financial Face-off, a MarketWatch column where we help you weigh financial decisions. Our columnist will give her verdict. Tell us whether you think she’s right in the comments. A...