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

A one-time transfer outperforms an equal-installments method in most tax situations, research finds.

Depending on market conditions and your tax rate, now could be an ideal time to convert retirement funds into a Roth IRA — ...

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 ...

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 ...

When you leave a job, it is usually a smart move to take your 401(k) with you. That does not mean cashing it out, since doing ...

One common swap that people make is converting their traditional IRA to a Roth IRA. With this move, retirees can skip paying ...

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 ...

As investors strive to optimize their retirement savings and minimize tax burdens, understanding how Roth conversions benefit them becomes more important. Roth conversions have great significance when ...

Starting January 1, 2026, Federal employees and retirees will be able to convert money from their traditional Thrift Savings ...

Turning traditional 401(k) savings into Roth money promises tax-free income later, but the tradeoff is a real tax bill today.