Converting retirement funds from a 401(k) into a Roth IRA offers the opportunity for tax-free growth and tax-free withdrawals ...

Jeff DeHaan explains how strategic Roth conversions can safeguard your heirs and spouse from future tax burdens. Drawing on ...

While time is running out to make Roth conversions before the end of the taxable year, consider taking your time and ...

If you are considering a year-end Roth individual retirement account conversion, you'll need to plan for an upfront tax bill. Still, "it can be hard to bite the tax bullet today and do a Roth ...

Recent dips in the market were good opportunities to convert traditional IRAs and 401(k)s to Roth accounts, advisors say. But clients who missed out shouldn’t despair. “Periods of increased market ...

PHOENIX — Reaching your retirement goals is possible despite the bipolar nature of today’s economy, and Roth conversion can be a major factor in securing that reality. This form of asset consolidation ...

Stock market volatility is alive and kicking, but that doesn’t have to be a bad thing, even if you’re not a day trader. Instead of buying on the dip, investors facing hefty future tax consequences on ...

As financial advisors, our heroics don’t typically make for riveting dinner conversation, but in our daily duties, we frequently step in and save the day. We wield advanced modeling tools to optimize ...

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 ...

After Donald Trump signed a sweeping tax and policy bill, the One Big Beautiful Bill Act, into law on July 4, Roth conversions could end up costing some clients money, warned Robert Keebler, a CPA at ...

Roth conversions are one of the most powerful financial planning tools available. While they’re not right for everyone, for many investors, a Roth conversion can unlock huge tax savings. There are ...

Roth conversions, if done right, can lower your tax bill over your lifetime. But be careful. Roth conversions pose traps, and the unwary can easily get caught. Here are eight factors to consider in ...