You've probably heard about Roth conversions. Maybe your financial advisor has mentioned them, or perhaps you've seen them ...

.A Roth IRA conversion can offer tax-free growth and withdrawals, but it requires careful planning to avoid tax pitfalls and ...

If you have just inherited a Roth IRA from your parent, spouse, or non-spouse, here are the rules for taxes and beneficiaries you need to know.

When it comes to retirement savings, the rules around Roth IRAs can be confusing — even for experienced investors. One listener of Suze Orman's "Women & Money" podcast recently discovered a ...

You will owe taxes on your Roth IRA conversion in the year of the conversion. Your converted funds must stay in your Roth IRA for five years before you can withdraw them penalty-free. Roth savings ...

Rolling a traditional 401(k) into a Roth IRA triggers immediate taxes on the full conversion amount. Roth IRAs offer tax-free growth and withdrawals with no required minimum distributions during the ...

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 ...

This problem, he said, can’t always be fixed with software, and it’s led to some irreversible mistakes for clients. This confluence of unsuccessful client outcomes has driven him to create an exam and ...

Discover if a Roth conversion is the right move for you by taking our quick quiz.

Home Retirement Retirement Plans Roth IRAs Backdoor Roth IRAs: Help Your Kids Keep More of Their Inheritance Converting to a backdoor Roth IRA via an IRS "loophole" is an estate planning tool that ...

Many investors within five years or so of retirement have the bulk of their savings in traditional tax-deferred 401(k)s and individual retirement accounts, instead of the after-tax Roth versions of ...