If you're eyeing a year-end Roth IRA conversion, you'll need to plan for the upfront tax bill. Here are some strategies to ...

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 ...

Choosing the right Roth IRA account can significantly impact your financial future by offering low fees and diverse ...

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 ...

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 ...

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, ...

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

Retirees will generally have more insight into the wisdom of a Roth IRA conversion than younger workers, due to decreased uncertainty about future income paths and tax rates. Decisions about how and ...

If you are considering a year-end Roth individual retirement account conversion, you'll need to plan for an upfront tax bill. Still, "it can be hard to bite the tax bullet today and do a Roth ...