I want to do a Roth conversion from my traditional IRA in the amount of $250,000. It’s my understanding that I have to pay the income tax on the $250,000. Can that tax be paid from the funds in the ...

If you missed the boat on contributing to a Roth account directly, or your income was too high to fund a Roth IRA, then you ...

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 ...

You have to weigh the pros and cons of converting early in the year versus waiting until year-end.

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 ...

Doing a Roth conversion in any climate can be a painstaking and nerve-wracking process. That said, let’s dive into whether investors should convert their traditional retirement accounts to Roth ...

'It seems like the perfect situation for charlatans' "There are numerous 'advisers' out there that claim to have a method by which Roth conversions can be done without taking the normal tax hit." ...

The IRS has released 2026 tax brackets—here’s how understanding your bracket can help you save with smart retirement and Roth conversion strategies.

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 ...