Legally, it's never too late to make a Roth conversion. You can do this at any time in life, in any amount, so long as you ...

In a previous article about Roth conversions, an advisor wrote: "For many folks, a prime time for Roth conversions takes ...

By performing Roth conversions, our clients can reduce the size of their traditional IRAs, enabling them to lower their future RMDs. This can be particularly beneficial for those who anticipate being ...

For high-income earners, including physicians, getting funds directly into a Roth IRA or other after-tax accounts can be a ...

Taxes are a valid concern if you want to roll over $720,000 from your retirement fund into a Roth IRA. While you won’t pay ...

Saving for retirement is essential, and an IRA can help you grow your money while giving you tax benefits. Adding as much as ...

Reducing your lifetime tax bill is a smart financial strategy, and a Roth individual retirement account can be a key part of that. Growth and retirement withdrawals from a Roth IRA are ...

The recent column on the five year rules highlights this point ... to a Roth IRA (or a traditional tax-deferred IRA for that matter). But Roth conversions and Roth contributions are not the ...

“Contributing to your Roth investment vehicles, whether through Roth IRA contributions, Roth 401(k) contributions or conversions ... to note that certain rules apply, and if someone opens ...

Money withdrawn from a tax-deferred retirement account is taxed as you begin to make withdrawals. Here are 3 ways to minimize ...

Inherited IRAs pose a number of new challenges, due to the SECURE Act of 2019 and updated IRS guidelines regarding RMDs.