In essence, a Roth IRA conversion requires paying taxes on the portion of your IRA or 401(k) that you convert, but then that money can grow income tax-free for the rest of your, your spouse's, your children's and grandchildren's lives. The advantage of a tax-savvy long-term Roth IRA conversion is often measured in the millions. The real eye-opener, however, is that Roth IRA conversions are great for older IRA owners, regardless of the benefits to...

At a time of fierce political divisiveness, From Here to Security is a refreshingly balanced, non-ideological guide to solving what may be our nation's most pressing policy challenge: achieving retirement security for all. A pioneer of the 401(k) system, Robert L. Reynolds eschews radical calls for throwing out the 401(k) entirely and creating a new government-run savings system. Our best course, he shows, is to build on what we have: a flexible,...

In the new edition of Retire Secure! CPA and attorney James Lange supplements his proven methods for making the most of your retirement plans with updated information, analysis and examples as well as offers recommendations for new tax-saving strategies for retirees and older Americans. Always a strong proponent of contributing as much as you can to all the tax- deferred retirement plans available to you, Jim makes a convincing case

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"From the #1 independent financial advisor in America, ranked three times by Barron's: a guide to making the most of your retirement plans and assuring long-term financial security. Everyone knows that saving for your retirement is important. Yet only half of all eligible Americans contribute to a retirement plan. That's because all plans--including the 401(k), 403(b), 457, and even the IRA--are complicated, confusing, and costly. New York Times bestselling...