A one-time transfer outperforms an equal-installments method in most tax situations, research finds.

While time is running out to make Roth conversions before the end of the taxable year, consider taking your time and ...

This says that you must wait until the converted funds have been in your Roth IRA for at least five years before you can ...

Converting retirement funds from a 401(k) into a Roth IRA offers the opportunity for tax-free growth and tax-free withdrawals ...

Caring for a child or parent can mean a drop in income and a lower tax bracket. Why not take advantage by moving money into a ...

Roth conversions get major coverage from the popular press these days. Yet despite the hoopla, many prospective and existing clients harbor misguided beliefs about this potentially valuable planning ...

Jeff DeHaan explains how strategic Roth conversions can safeguard your heirs and spouse from future tax burdens. Drawing on ...

If you are considering a year-end Roth individual retirement account conversion, you'll need to plan for an upfront tax bill. Stream Connecticut News for free, 24/7, wherever you are. Still, "it can ...

If you were planning a Roth conversion maneuver this year, the newly-introduced One Big Beautiful Bill (OBBB) doesn’t directly impact the strategy. However, it does have an indirect impact that could ...

When you make a Roth conversion, the costs will depend on where you live. Converting money to a Roth IRA has a major upside, and a major downside. The benefit is tax-free portfolio growth and income.

But there's a major drawback to having a traditional retirement account. Once you turn 73, you'll be forced to take required minimum distributions, or RMDs (though for workers born in 1960 or later, ...

If you are considering a year-end Roth individual retirement account conversion, you'll need to plan for an upfront tax bill. Still, "it can be hard to bite the tax bullet today and do a Roth ...