A Roth conversion can change your retirement for the better, but only if done correctly. These are some costly conversion ...

Roth strategies are not going away. But the way certain federal employees use them is changing, and the timing of your ...

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 ...

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

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 ...

I am a 66-year-old married man with a substantial balance – $1 million-plus — in my IRA. Last year, I started to convert to a ...

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax ...

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 ...

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 ...

Many investors and advisers are familiar with the Roth IRA. It’s the go-to retirement account, since it allows for tax-free growth on earnings as well as tax-free withdrawals for the account owner. A ...

A Roth IRA conversion involves transferring funds from a traditional retirement savings account, such as a 401(k) or a traditional IRA, into a Roth IRA. This financial maneuver entails a shift from an ...

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