I have to take RMDs this year. How do I decide if I should convert that money into an existing Roth? What needs to be ...

There is no universal best time during a given year.

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 ...

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 are considering a year-end Roth individual retirement account conversion, you'll need to plan for an upfront tax bill. Stream NBC 5 for free, 24/7, wherever you are. Still, "it can be hard to ...

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 ...

When it comes to paying taxes, less is obviously better. In the last few years, that has meant a big push for converting any ...

For working age Americans who have stashed capital away diligently in their 401(k) plans, or other similar plans, for many ...

Taxpayers age 65 and older might be able to benefit from a $6,000 'senior bonus' deduction in the next four tax years. Here ...

If you're eyeing a year-end Roth individual retirement account conversion, you'll need to plan for the upfront tax bill. When you complete a Roth conversion, you'll owe regular income taxes on the ...