Roth strategies are not going away. But the way certain federal employees use them is changing, and the timing of your ...

A Roth conversion can change your retirement for the better, but only if done correctly. These are some costly conversion ...

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

I am a 66-year-old married man with a substantial balance – $1 million-plus — in my IRA. Last year, I started to convert to a ...

PHOENIX — Reaching your retirement goals is possible despite the bipolar nature of today’s economy, and Roth conversion can be a major factor in securing that reality. This form of asset consolidation ...

A Roth individual retirement account (IRA) can be a helpful tool for retirement planning. These tax-advantaged accounts offer ...

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

If you are considering a year-end Roth individual retirement account conversion, you'll need to plan for an upfront tax bill. Stream NBC 5 for free, 24/7, wherever you are. Still, "it can be hard to ...

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 ...

Trina Paul is a Breaking News and Personal Finance Writer at Investopedia, covering topics like retirement, consumer debt, and retail investing. She focuses on making complex financial topics ...

A Roth IRA conversion involves transferring funds from a traditional retirement savings account, such as a 401(k) or a traditional IRA, into a Roth IRA. This financial maneuver entails a shift from an ...

Many investors and advisers are familiar with the Roth IRA. It’s the go-to retirement account, since it allows for tax-free growth on earnings as well as tax-free withdrawals for the account owner. A ...