Converting a traditional individual retirement account to a Roth IRA is a powerful way to reduce taxes in retirement. Essentially, you’re choosing to pay taxes now in exchange for tax-free withdrawals ...

Here’s how converting your traditional retirement account to a Roth IRA can boost your nest egg — but avoid these costly scenarios.

You can convert an IRA to a Roth no matter how old you are. But if the conversion boosts your income, it could have tax ...

The Tax Cuts and Jobs Act (TCJA) expires at the end of 2025. If nothing is done, taxes will revert to the previous rates and eliminate many features of the TCJA, including the very popular higher ...

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

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 ...

Test your basic knowledge of Roth conversions in our quick quiz.

If you were planning a Roth conversion maneuver this year, the newly-introduced One Big Beautiful Bill (OBBB) doesn’t directly impact the strategy. However, it does have an indirect impact that could ...

If you are considering a year-end Roth individual retirement account conversion, you'll need to plan for an upfront tax bill. Stream Connecticut News for free, 24/7, wherever you are. Still, "it can ...