Picture this: you’re 65 years old, still working and have around $400,000 saved in a traditional IRA. You’re healthy, active ...

Converting a large sum like $865,000 to a Roth IRA is a strategic move for long-term tax benefits – including tax-free ...

A Roth IRA conversion involves transferring funds from a tax-deferred traditional IRA into a Roth IRA, where future growth and withdrawals during retirement are tax-free if you follow certain rules.

If you’re going to save for retirement, you might as well enjoy a host of tax benefits along the way. That’s why savers are ...

Below, we discuss nine important factors to keep in mind when deciding to do a Roth conversion. When you convert a traditional IRA to a Roth IRA, you will have to pay income tax on the conversion ...

Let’s go back to the tax-bracket model that we used above. Since you’re still working and earning $80,000, you might choose to convert $40,000 – $50,000 of your traditional IRA balance each year — ...

Roth conversions are especially attractive when the stock market drops, according to certified financial planner Ashton ...

I’m interested in converting a traditional IRA into a Roth IRA and want to know if taxes are due at time of the rollover.

Retirement accounts such as Roth and traditional IRAs and 401(k)s are a great way to save, but mind the tax rules on ...

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 ...

When an IRA owner or Qualified Plan participant executes a Roth Conversion by moving assets from a traditional, SEP, or ...