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 ...

You can make a Roth IRA conversion at any time, as long as you have money in a qualifying pre-tax account. But the real ...

Dear Liz: I have a few questions about my income taxes during my upcoming retirement. I would like to know if doing a Roth IRA conversion will be worth it for me since I might be in a higher tax ...

Investing in a Roth IRA can be a smart way to save for retirement, but enjoying the tax benefits of a Roth generally takes some patience. That’s because you fund these accounts with after-tax ...

Here is what retirement account owners need to know as the clock runs out on 2025, and what to prepare for as 2026 appears on the calendar.

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 ...

Beginning in 2010, individuals are allowed to convert or roll over certain distributions from retirement plans and IRAs to Roth IRAs regardless of their modified adjusted gross income. Complex rules ...

I found your column "Do Roth IRA conversions still make sense with the passage of the GOP tax law?" very helpful and I better understand the strategic choice a conversion to a Roth IRA represents. My ...

You can convert money from a traditional IRA to a Roth via a "backdoor" conversion. This can help high earners fund Roth IRAs ...