Late-in-life Roth conversions can take some tricky math. As you approach retirement, one of the most important questions will ...

Converting a traditional individual retirement account to a Roth IRA is a powerful way to reduce taxes in retirement. Essentially, you’re choosing to pay taxes now in exchange for tax-free withdrawals ...

Roth conversions, which transform traditional IRAs into Roth IRAs, are a powerful retirement and tax tool. Here are eight ...

Is it wise to start converting my 401(k) into an IRA (and then Roth) by 10% per year in order to avoid having to claim too ...

Say you’ve saved $1.6 million in your 401(k) — a number that reflects years of discipline and sacrifice. Now, financial experts are saying much of that money should be in a Roth IRA instead. Should ...

Roth conversions are one of the most powerful financial planning tools available. While they’re not right for everyone, for many investors, a Roth conversion can unlock huge tax savings. There are ...

If you're considering a Roth individual retirement account conversion, your tax bracket could help you decide whether the move makes sense. Typically, the strategy is popular during a stock market ...

When is a Roth conversion a good idea? Readers are confused about their strategies. Got a question about investing, how it fits into your overall financial plan and what strategies can help you make ...

If you were planning a Roth conversion maneuver this year, the newly-introduced One Big Beautiful Bill (OBBB) doesn’t directly impact the strategy. However, it does have an indirect impact that could ...

As investors wrestle with tariff-induced stock market volatility, there could be a tax-planning opportunity. But it's not right for all investors, experts say. The strategy, known as "Roth conversions ...

Would you send the government a big check this year — in return for a potentially far larger future tax break? That’s the simple and essential premise of Roth conversions — paying taxes now on regular ...

As financial advisors, our heroics don’t typically make for riveting dinner conversation, but in our daily duties, we frequently step in and save the day. We wield advanced modeling tools to optimize ...