However, you usually have to reach age 59½ before you can do so. If you want to convert assets from your 401(k) or another employer-sponsored plan to a Roth IRA, make sure the money is ...

Roth conversions have seen a sharp rise among retirees since 2017, with experts suggesting that this move can generate ...

A man calculates how much you'll pay in income taxes when he converts his traditional IRA into a Roth IRA. There’s no way to entirely avoid paying income taxes when you convert a traditional IRA ...

Therefore, a Roth IRA provides a "much longer runway for tax-free investing," said certified financial planner Thomas Scanlon ...

I want to do three Roth conversions in the next three years before I turn 73 in 2027 so that my beneficiary doesn’t have to deal with taxes. If I should die soon after the last conversion ...

In a previous article about Roth conversions, an advisor wrote: "For many folks, a prime time for Roth conversions takes ...

Would you send the government a big check this year — in return for a potentially far larger future tax break?

When you leave a job, it’s generally a good idea to take your 401(k) plan with you. This doesn’t mean you should cash it out, ...

Growth and retirement withdrawals from a Roth IRA are tax-free, allowing investors to benefit from compounding over time. A ...

By performing Roth conversions, our clients can reduce the size of their traditional IRAs, enabling them to lower their future RMDs. This can be particularly beneficial for those who anticipate being ...