While a conversion can be the right thing for some retirees or soon-to-be-retirees to do, finance experts suggest 10 times ...

Taxes are a valid concern if you want to roll over $720,000 from your retirement fund into a Roth IRA. While you won’t pay ...

The bottom line: Roth conversions are a powerful financial tool for seniors and this maneuver could be boosted by Trump’s new changes to the tax code. However, if you and your partner earn a ...

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 ...

Robert Powell, host of Yahoo Finance's Decoding Retirement podcast, joins Mind Your Money host Allie Canal in answering ...

That's a great question, and definitely something worth thinking about. Whether a Roth conversion makes sense really depends on the specifics of your situation. Let's walk through how to evaluate the ...

I receive a great many inquiries about retirement accounts. One area of particular interest is Roth conversions. Fortunately, IRA expert Ed Slott and his staff spend a great deal of time and effort ...

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 ...

If you're considering a Roth individual retirement account conversion, your tax bracket could help you decide whether the move makes sense. Typically, the strategy is popular during a stock market ...

I’m Taylor Sohns, CEO of LifeGoal Wealth Advisors, a Certified Investment Management Analyst (CIMA), and a Certified Financial Planner (CFP). The message here is straightforward: converting a ...

A Roth conversion is the process of rolling over retirement funds invested in a pretax account, like a regular IRA or 401(k), into an after-tax Roth IRA. You’ll pay capital gains taxes at the time of ...