There is no age limit on Roth conversions, so you can transfer pre-tax savings into a Roth IRA regardless of your age or ...

As we approach 2025, many seniors are considering Roth conversions to optimize their retirement savings. With the introduction of President Trump’s new $6,000 senior deduction, there are opportunities ...

Before rushing to a Roth conversion, here are several important realities federal employees should understand.

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 ...

Roth conversions are one of the most powerful financial planning tools available. While they’re not right for everyone, for many investors, a Roth conversion can unlock huge tax savings. There are ...

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax ...

When it comes to Roth conversions, traditional advice is to convert traditional IRAs to a Roth IRA over a period of years to stay within current tax brackets. The theory is that doing so will reduce ...

If retirement is in the near future for you, you are probably strategizing your savings and retirement accounts to be ready for drawing them down. Check Out: Cutting Expenses for Retirement? Here’s ...

For seniors heading toward retirement, one of the most important conversations they can have with their advisor is about whether it makes sense to convert their traditional IRA into a Roth IRA. The ...

Rolling a traditional 401(k) into a Roth IRA triggers immediate taxes on the full conversion amount. Roth IRAs offer tax-free growth and withdrawals with no required minimum distributions during the ...