There is no age limit on Roth conversions, so you can transfer pre-tax savings into a Roth IRA regardless of your age or ...

In a previous article about Roth conversions, an advisor wrote: “For many folks, a prime time for Roth conversions takes place during the years after retirement but before Social Security and RMDs ...

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 ...

Transferring some of your retirement savings from a tax-deferred account like a 401(k) to a Roth IRA can help you reduce or ...

PHOENIX — Reaching your retirement goals is possible despite the bipolar nature of today’s economy, and Roth conversion can be a major factor in securing that reality. This form of asset consolidation ...

With the end of the year approaching, many Americans are considering a Roth IRA conversion to take advantage of certain tax benefits. Conversions during the 2024 second quarter rose 46% from the ...

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 ...

Clients can transfer their funds from a traditional IRA or 401(k) into a Roth IRA through a Roth IRA conversion. Traditional IRAs give investors tax-deferred growth, but they still pay taxes upon ...

The IRS has released 2026 tax brackets—here’s how understanding your bracket can help you save with smart retirement and Roth ...

Roth conversions get major coverage from the popular press these days. Yet despite the hoopla, many of your prospective and existing clients harbor misguided beliefs about this potentially valuable ...

Tax and estate planning isn’t for the faint of heart. The rules are complex and each decision seems to have a multitude of ...