If you have an individual retirement account (IRA), you may have considered converting it into a Roth account at some point. But you might not know the best time to do a conversion, or even if doing ...

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

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. For working age Americans who have stashed capital away ...

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 ...

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 ...

As tax rates are expected to rise and the federal deficit reaches historic highs, many Americans approaching retirement are ...

Retirees will generally have more insight into the wisdom of a Roth IRA conversion than younger workers, due to decreased uncertainty about future income paths and tax rates. Decisions about how and ...

In 2025, a record 4.18 million Americans will turn 65. For those planning to retire soon, an important question arises: Does converting retirement savings from a tax-deferred account to a Roth IRA ...

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 the ...

As financial advisors, our heroics don’t typically make for riveting dinner conversation, but in our daily duties, we frequently step in and save the day. We wield advanced modeling tools to optimize ...

Despite opening the season undefeated, it’s been a rocky start for the Oregon Ducks men’s basketball team. They have struggled with turnovers... If you’ve been steadily contributing to a traditional ...

For working age Americans who have stashed capital away diligently in their 401(k) plans, or other similar plans, for many years, the fact that stocks are currently trading right around all-time highs ...