Any money you move from a traditional IRA to a Roth IRA is treated as ordinary income. That's why you should make these ...

One common swap that people make is converting their traditional IRA to a Roth IRA. With this move, retirees can skip paying ...

Saving for retirement isn't just about throwing money into a hole and hoping it will grow. You have to nurture that money ...

You can make a Roth IRA conversion at any time, as long as you have money in a qualifying pre-tax account. But the real ...

The IRS released 2026 tax brackets—here’s how understanding your bracket can help you save with smart retirement and Roth conversion strategies.

Roth conversions offer a strategic solution for retirees to reduce taxes, maximize retirement income, and leave a legacy of ...

Thrift Savings Plan participants and spousal beneficiaries can shift money from traditional, pre-tax TSP balances to Roth ...

Assuming the contributions you made to a traditional retirement account were deductible—that is, taken out of your paycheck pre-tax or IRA contributions deducted from your taxes—you’ll owe income tax ...

Many investors only start seriously thinking about Roth conversions (if at all) once the year starts wrapping up. This is because you can no longer "recharacterize" or "undo" Roth conversions if you ...

Two financial planners take on the establishment with a new view on retirement taxes Should you do Roth conversions? Stick to the math for the answer. When it comes to paying taxes, less is obviously ...

In 2025, a record 4.18 million Americans will turn 65. For those planning to retire soon, an important question arises: Does converting retirement savings from a tax-deferred account to a Roth IRA ...