Discover the potential benefits of converting your traditional IRA to a Roth IRA. Learn how this strategic move could help ...

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

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 ...

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.

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

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 ...

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 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 ...

That's a great question, and definitely something worth thinking about. Whether a Roth conversion makes sense really depends on the specifics of your situation. Let's walk through how to evaluate ...

You might think the choice between a Roth and a traditional individual retirement account comes down to taxes. While taxes play a role in this decision, investors shouldn't overlook other ...

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. And it’s one you can arrange by keeping ...

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 ...