Learn how and when to convert tax-deferred accounts to a Roth IRA, the tax implications, the 5-year rule, and smart strategies like laddering or backdoor Roth conversions.

Sometimes, life goes one way when you planned on it to go another. In the case of retirement planning, let's say you've been ...

I am 70 and I have $1.4 million in traditional IRAs. Is it best to do $160,000 in Roth conversions for the next 1-3 years to reduce my high RMDs in about 5-10 years? That would put me in the 24% tax ...

The bottom line: Roth conversions are a powerful financial tool for seniors and this maneuver could be boosted by Trump’s new ...

If you are considering a year-end Roth individual retirement account conversion, you'll need to plan for an upfront tax bill. Still, "it can be hard to bite the tax bullet today and do a Roth ...

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 ...

While a conversion can be the right thing for some retirees or soon-to-be-retirees to do, finance experts suggest 10 times ...

These provisions of OBBBA must be taken into account for retirement planning, with careful consideration of differing MAGI limits and effective dates. Roth conversions are likely to deliver long-term, ...

If you believe that taxes will rise in the future, converting more now at current tax rates may save you from higher tax bills later.

If you are considering a year-end Roth individual retirement account conversion, you'll need to plan for an upfront tax bill. Stream the Mexican Independence Day Parade live: Sept. 14, 12 p.m. Still, ...