Roth conversions, which transform traditional IRAs into Roth IRAs, are a powerful retirement and tax tool. Here are eight ...

The bottom line: Roth conversions are a powerful financial tool for seniors and this maneuver could be boosted by Trump’s new ...

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 ...

Climbing the retirement mountain takes years of saving discipline. But descending safely—turning savings into sustainable ...

Sometimes, life goes one way when you planned on it to go another. In the case of retirement planning, let's say you've been ...

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 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 ...

Roth conversions are one of the most powerful financial planning tools available. While they’re not right for everyone, for many investors, a Roth conversion can unlock huge tax savings. There are ...

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, ...

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 ...