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

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 ...

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

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 ...

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

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

One thing you’re allowed to do in this situation is contribute to a traditional IRA and then convert that account to a Roth. You can do a partial conversion, where you move some of your money ...

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

I'm 65 with $400K in a traditional IRA. I plan to work into my 70s but I'm worried about taxes — should I convert to a Roth IRA and take the tax hit now while I'm still working? Picture this: you’re ...

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

This will likely necessitate adjustments in Roth conversion rates ... 12% bracket when he can mathematically clear out the traditional IRA before he and his wife reach age 70.