Converting a traditional individual retirement account to a Roth IRA is a powerful way to reduce taxes in retirement. Essentially, you’re choosing to pay taxes now in exchange for tax-free withdrawals ...

You can convert an IRA to a Roth no matter how old you are. But if the conversion boosts your income, it could have tax ...

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 ...

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 ...

Depending on market conditions and your tax rate, now could be an ideal time to convert retirement funds into a Roth IRA — ...

Many investors within five years or so of retirement have the bulk of their savings in traditional tax-deferred 401(k)s and individual retirement accounts, instead of the after-tax Roth versions of ...

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 ...

Many investors only start seriously thinking about Roth conversions (if at all) once the year starts wrapping up. This is because you can no longer "recharacterize" or "undo" Roth conversions if you ...

Starting January 1, 2026, Federal employees and retirees will be able to convert money from their traditional Thrift Savings ...

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 ...