A n IRA conversion to Roth is a popular pre-retirement or early retirement move. Roth IRAs offer several benefits that traditional retirement plans don’t. Not only are investment gains in a Roth IRA ...

A CFP explains how to convert a $1.6M 401(k) to a Roth IRA without triggering high taxes, plus tips on timing, tax brackets, and working with a pro.

There is no universal best time during a given year.

If you’re in early retirement — or close to it — you don’t want to gloss over the announcement of new tax brackets for 2026 ...

It might seem counter intuitive to decide to pay MORE taxes now, rather than defer them, but in some cases, that can be a ...

Fortunately, there’s no age restriction on converting a pre-tax retirement account to a Roth IRA. You can roll funds from a ...

If you're 63 years old with $1 million in a traditional IRA, you may be wondering whether converting $100,000 per year to a Roth IRA makes sense. Doing so could help you avoid required minimum ...

The year 2010 marks the first time that wealthy individuals will have easy access to a Roth IRA. Although they still won't be able to make contributions to a Roth IRA if their adjusted gross income ...

DALLAS, Texas, Sept. 20, 2025 (GLOBE NEWSWIRE) -- With interest in gold IRAs rising during uncertain economic times, Clute Journals: Investing has released an easy-to-follow guide showing how to roll ...