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

While time is running out to make Roth conversions before the end of the taxable year, consider taking your time and developing a long-term strategy.

Key Points Rolling a traditional 401(k) into a Roth IRA triggers immediate taxes on the full conversion amount. Roth IRAs ...

A one-time transfer outperforms an equal-installments method in most tax situations, research finds.

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. For working age Americans who have stashed capital away ...

Americans angling for a tax-savvy retirement may have won more time to plan their strategy as election results come into focus. President-elect Donald Trump's White House win, along with Republican ...

Retirees will generally have more insight into the wisdom of a Roth IRA conversion than younger workers, due to decreased uncertainty about future income paths and tax rates. Decisions about how and ...

Going into the 2024 presidential election, the conventional wisdom and received knowledge of the chattering classes, when asked whether or not it was smart to convert a regular IRA into a Roth IRA ...

When saving for retirement, the first decision is how much. But the next decision is where: Do you contribute to a ...

As investors strive to optimize their retirement savings and minimize tax burdens, understanding how Roth conversions benefit them becomes more important. Roth conversions have great significance when ...

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