Across all tax regimes investigated, the one-time Roth conversion yields the best final balance. Using this method, an investor will yield an average difference in final balances of $110,000 over the ...

Here’s how converting your traditional retirement account to a Roth IRA can boost your nest egg — but avoid these costly scenarios.

This says that you must wait until the converted funds have been in your Roth IRA for at least five years before you can ...

I found your column "Do Roth IRA conversions still make sense with the passage of the GOP tax law?" very helpful and I better understand the strategic choice a conversion to a Roth IRA represents. My ...

The new 401(k) limit for 2026 contributions is $24,500, and the IRA limit has raised to $7,500 for savers under 50 years old.