A CFP explains how to convert a $1.6M 401(k) to a Roth IRA without triggering high taxes, plus tips on timing, tax brackets, ...

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 ...

Transferring funds from a pre-tax retirement account such as an IRA to an after-tax Roth IRA is a move many retirement savers ...

I found your column “Do Roth IRA conversions still make sense with the passage of the GOP tax law?” very helpful and I better ...

Diving into the J-Curve tax strategy to learn more and see if it's an accessible way to slash your IRA conversions ...

Fortunately, there’s no age restriction on converting a pre-tax retirement account to a Roth IRA. You can roll funds from a ...

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 ...

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 ...

As investors wrestle with tariff-induced stock market volatility, there could be a tax-planning opportunity. But it's not right for all investors, experts say. Stream NBC 5 for free, 24/7, wherever ...

For working age Americans who have stashed capital away diligently in their 401(k) plans, or other similar plans, for many ...

Got a question about investing, how it fits into your overall financial plan and what strategies can help you make the most out of your money? You can write to me at [email protected].