The impact of a Roth conversion on a portfolio can be immense over time, to the tune of tens or even hundreds of thousands of ...

According to an article by Brandon Renfro, there are three 5-year rules for Roth IRAs, but he talks about the first two as ...

A new rule for the federal government’s retirement plan will allow enrolled workers and retirees to convert funds to Roth ...

You can reduce the impact that taxes have in retirement by converting pre-tax savings into Roth assets. Doing so not only ...

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

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 ...

A Roth conversion is the process of rolling over retirement funds invested in a pretax account, like a regular IRA or 401(k), into an after-tax Roth IRA. You’ll pay capital gains taxes at the time of ...

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 ...

When is a Roth conversion a good idea? Readers are confused about their strategies. Got a question about investing, how it fits into your overall financial plan and what strategies can help you make ...

A Roth conversion is the process of rolling over retirement funds invested in a pretax account, like a regular IRA or 401(k), into an after-tax Roth IRA. You’ll pay capital gains taxes at the time of ...