Late-in-life Roth conversions can take some tricky math. As you approach retirement, one of the most important questions will ...

There is no age limit on Roth conversions, so you can transfer pre-tax savings into a Roth IRA regardless of your age or ...

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

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 Roth by doing a modest Roth conversion.

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 ...

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

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

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 ...

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

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 ...

A Roth IRA is the best retirement account around, according to many experts. It offers huge benefits such as tax-free income and the ability to leave tax-free money to heirs. Plus, because of its ...

Tax and estate planning isn’t for the faint of heart. The rules are complex and each decision seems to have a multitude of moving parts. Take James and Andrea, a couple in their early 80s who’ve been ...