Here’s how they do it — and why a Roth conversion might be right or wrong for you. How To Convert a Traditional IRA to a Roth IRA Here’s a step-by-step guide for converting your traditional ...

Thinking of converting a traditional IRA to a Roth IRA? The Kiplinger Tax Letter Editor highlights nine factors you should ...

Michele Pevide / Getty Images Converting your traditional individual retirement account (IRA) to a Roth IRA is a strategic financial move that could lead to long-term tax savings. A Roth IRA ...

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 ...

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation.

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 ...

A Roth IRA conversion is a strategy people use to change their tax-deferred retirement savings, like traditional IRA and 401(k) funds, into Roth savings so they can enjoy tax-free withdrawals in ...

A 62-year-old with $1.5 million in a traditional IRA may be wise to consider converting $150,000 per year to a Roth IRA to avoid required minimum distributions (RMDs). The annual withdrawals from ...

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

Converting an IRA into a Roth IRA can help you reduce or avoid required minimum distributions (RMDs) later on. Roth IRAs, unlike traditional IRAs and 401(k)s, aren’t subject to RMD rules.

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