There used to be what you might call “backsies” or a “do-over” on converting money from a traditional IRA to a Roth. You ...

Because Medicare premiums are tied to income, converting a $235,000 retirement account to a Roth IRA has the potential to ...

Can AI really replace a skilled financial professional? In this episode of Decoding Retirement, Robert "Bob" Powell speaks ...

RMDs: Beginning at age73 (or 75 if you were born in 1960 or later), you must begin taking RMDs from your 401 (k), even if you ...

FORT MYERS, FL, UNITED STATES, June 18, 2025 / EINPresswire.com / -- OnPointe Software is revolutionizing Roth conversions with the launch of its Roth IRA Conversion Calculator.

By Beth Pinsker Sometimes moving money to a Roth IRA just doesn't make sense If you're eager to jump on the Roth bandwagon, it may be frustrating to go through the process and find roadblocks. But ...

A Roth IRA conversion needs to be planned for. The sum you move over adds to your tax bill, so if it’s a large amount, you may want to split up your conversion across a number of years.

Considerations of a Roth IRA Conversion A Roth IRA conversion can be especially beneficial if you expect to be in a higher tax bracket in the future. By paying taxes now, you can lock in tax-free ...