Roth conversions are widely considered financially advantageous. Financial advisors often recommend them, and online ...

When is a Roth conversion a good idea? Readers are confused about their strategies. Got a question about investing, how it fits into your overall financial plan and what strategies can help you make ...

As investors strive to optimize their retirement savings and minimize tax burdens, understanding how Roth conversions benefit them becomes more important. Roth conversions have great significance when ...

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax ...

Preparing for retirement can require income and asset shuffling to make sure you have enough funds available and don’t bump yourself into a higher tax bracket. One method for this is known as a Roth ...

Converting your 401(k) to a Roth portfolio will allow you to entirely avoid RMDs. This is a legitimate form of tax planning.

If you missed the boat on contributing to a Roth account directly, or your income was too high to fund a Roth IRA, then you may be considering a Roth conversion this year. This allows you to move ...

Discover if a Roth conversion is the right move for you by taking our quick quiz.

Roth conversions transfer pretax or nondeductible individual retirement account money to a Roth IRA, which starts future tax-free growth. It's a popular strategy when the stock market drops because ...

Think you're a savvy retirement planner? Here’s what you may be forgetting.

President Donald Trump's "big beautiful bill" temporarily increased the SALT deduction cap from $10,000 to $40,000 starting in 2025. The $40,000 SALT deduction limit starts to decrease once modified ...