Roth conversions and other Roth strategies can be complex, but don't dismiss these tax planning tools outright. They could ...

A Roth IRA conversion is available any time you have money in a qualifying pre-tax account. People choose to make a ...

When you reach retirement age, financial decisions become even more important as you are no longer generating income from ...

Roth IRA conversions can save you a lot of money in the long run despite the immediate tax hit.

Tax-law changes may allow you to increase the transaction you had planned.

Roth conversions increase current-year taxable income, but they allow clients to keep more of their money long-term. If they don’t convert, clients (or their heirs) will have to pay taxes on the IRA ...

We don't always make the retirement investment decisions we should, and many times, there's no way to change the past—all we ...

Roth conversions get major coverage from the popular press these days. Yet despite the hoopla, many of your prospective and existing clients harbor misguided beliefs about this potentially valuable ...

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 ...

Thrift Savings Plan participants and spousal beneficiaries can shift money from traditional, pre-tax TSP balances to Roth ...

In January, new Roth catch-up rules will prevent workers over 50 who earned more than $150,000 the prior year from making pre ...