I receive a great many inquiries about retirement accounts. One area of particular interest is Roth conversions. Fortunately, ...

New insights from financial advisors challenge the conventional wisdom about Roth conversion planning. Game of Thrones is one ...

As you map out your retirement, it is important to take advantage of tax-free growth made possible by Roth conversions.

Instead of buying on the dip, investors facing hefty future tax consequences on their retirement savings may want to consider a Roth conversion. Plus a Roth IRA conversion lets you convert all of ...

I encouraged my wife to take a $40,000 Roth conversion in a lower tax year. Even though she has another Roth IRA at a ...

2. Doing a Roth IRA conversion from a traditional IRA reduces taxes and saves money With traditional IRAs, contributions are tax-deductible, meaning you can deduct the contribution from your ...

That said, Roth conversions aren’t the right answer for everyone. Here is a look at what to consider before making a move. The vast majority of 401(k) plans (93%) let participants create a Roth ...

A lifetime of tax-free withdrawals is a significant benefit to a Roth conversion, but doing so in your 60s means you have fewer years of tax-free growth going forward. Let’s say you and your ...