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, ...

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

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 ...

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

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 ...

Seeking to recoup the losses in your retirement portfolio as quickly as possible is an understandable pursuit. But rather than making a rash decision – like trying to time the market or completely ...

A n IRA conversion to Roth is a popular pre-retirement or early retirement move. Roth IRAs offer several benefits that traditional retirement plans don’t. Not only are investment gains in a Roth IRA ...

If you're anything like me, you've run across several articles discussing how smart it is to convert retirement savings to a Roth IRA after retirement. As if planning for retirement is not ...

Responding to a call from a financial advisor in Washington, the ERISA consultants at the Retirement Learning Center (RLC) address a question on the new permitted Roth IRA rollovers from Section 529 ...

Lately I have seen several articles or heard announcements about converting IRA assets to Roth IRA assets. Is this a good move? How will it affect your taxes? How will ...

Picture this: you’re 65 years old, still working and have around $400,000 saved in a traditional IRA. You’re healthy, active and don’t see yourself retiring anytime soon — maybe not until you've ...

With interest in gold IRAs rising during uncertain economic times, Clute Journals: Investing has released an easy-to-follow guide showing how to roll over your IRA or 401(k) into a gold IRA.