As you map out your retirement, it is important to take advantage of tax-free growth made possible by Roth conversions.

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Inheriting a retirement account can be complicated. With a retirement account that you opened, you’re referred to as the ...

I encouraged my wife to take a $40,000 Roth conversion in a lower tax year. Even though she has another Roth IRA at a ...

One of the big keys to ensuring you're saving enough is setting a specific numeric goal, and then mathematically working your ...

Converting retirement funds from a 401(k) into a Roth IRA offers the opportunity for tax-free growth and tax-free withdrawals ...

Every year around tax time some older Americans receive suggestions that they "convert" their retirement holdings to Roth IRAs. It is perfectly legal to do, but difficult to figure out whether to ...

When you leave a job, what happens to your retirement savings? If you have a 401(k) or 403(b), personal finance expert Suze ...

This is called a Roth IRA conversion. Contributions to these accounts are generally tax-free, and since Roth IRAs allow you to withdraw tax free, you get the best of both worlds. You can ...

Of course, they could hold off and just do Roth conversions after retirement and in this case, the only taxes that would be paid would be based solely on any retirement income and not on the ...

Living Local 15 host Jessica Williams is joined by Caleb Doane, Vice President of Foster Financial, as Caleb shares how the recent market correction can create an opportunity to do Roth ...

Kevin Quinn, estate planning attorney at Legacy Counsellors, PC, said investors should consider partial Roth conversions or new Roth contributions if their required minimum distributions (RMDs ...