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 ...

Welcome to Day 7, the final installment in MarketWatch's seven-part money challenge. We've published one tip a day for seven ...

In a previous article about Roth conversions, an advisor wrote: “For many folks, a prime time for Roth conversions takes place during the years after retirement but before Social Security and RMDs ...

Before rushing to a Roth conversion, here are several important realities federal employees should understand.

Typically, the best time to do a Roth IRA conversion to avoid or minimize these effects is between the time you retire and ...

Legally, it's never too late to make a Roth conversion. You can do this at any time in life, in any amount, so long as you have funds in a qualifying account. Financially, however, the later you are ...

The OBBBA's permanent lower tax rates removed the urgency for Roth conversions. Retirees thinking of stopping or blindly ...

A Roth conversion is the process of rolling over retirement funds invested in a pretax account, like a regular IRA or 401(k), into an after-tax Roth IRA. You’ll pay capital gains taxes at the time of ...

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 ...

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 ...

If you're revisiting your retirement plan before year-end, a Roth conversion could be one of the smartest tax moves available. Converting a traditional pre-tax IRA into a Roth IRA now can lock in long ...