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

New insights from financial advisors challenge the conventional wisdom about Roth conversion planning. Senate Approves ...

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.

You can still convert your plans to Roth options. A common Roth conversion scenario occurs when an employee retires with a 403 (b) or 401 (k) plan and rolls it over into an IRA. That often makes good ...

Converting your traditional IRA to a Roth can be a fantastic tax-saving move, but you've got to be smart about two things: how much and when.

A Roth conversion is the process of rolling over retirement funds invested in a pretax account, like a regular IRA or 401 (k), into an after-tax Roth IRA. You’ll pay capital gains taxes at the ...

While a conversion can be the right thing for some retirees, or soon-to-be-retirees, to do finance experts suggest 10 times you should not do a Roth conversion.

When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works. (Image credit: Getty Images) By Alex Astin, MBA, CEP®, IAR published 14 June 2025 in Features ...