Answer: Generally speaking, it makes the most sense to consider a Roth conversion when your current tax rate is lower than ...

There used to be what you might call “backsies” or a “do-over” on converting money from a traditional IRA to a Roth. You ...

While a conversion can be the right thing for some retirees, or soon-to-be-retirees, to do finance experts suggest 10 times you should not do a Roth conversion.

Converting now would enable you to spread a possible tax hit over more than one payment while reducing future taxes.

If you make above a certain income, expect to pay more for Medicare, due to the IRMAA, unless you take steps to lower your ...

The following year, you do another Roth IRA conversion for $50,000, and so on, until you reach age 54. At that point, the series of conversions you already did will cover you through age 59½.

While a conversion can be the right thing for some retirees, or soon-to-be-retirees, to do finance experts suggest 10 times you should not do a Roth conversion.

Roth IRAs are tax-free. Traditional IRAs are tax-deferred. Understanding the ramifications of tax-free versus tax-deferred in ...