The impact of a Roth conversion on a portfolio can be immense over time, to the tune of tens or even hundreds of thousands of ...

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

According to an article by Brandon Renfro, there are three 5-year rules for Roth IRAs, but he talks about the first two as ...

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 ...

A Roth conversion can cause your Medicare premiums to surge. That's the bad news. The good news is that this surge will be temporary, depending on your future income. The better news is that you can ...

(CNN) — Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. And it’s one you can arrange by keeping ...

Typically, converting IRAs to Roth IRAs is a fourth quarter conversation with clients, as by then they have a pretty good idea of what their financial year will look like as the Dec. 31 deadline nears ...

Roth conversions offer a lot of appeal to retirement planners. Roth accounts are not subject to Required Minimum Distribution (RMD) rules, so retirees won't have to make mandatory withdrawals that ...

Retirees will generally have more insight into the wisdom of a Roth IRA conversion than younger workers, due to decreased uncertainty about future income paths and tax rates. Decisions about how and ...

Despite opening the season undefeated, it’s been a rocky start for the Oregon Ducks men’s basketball team. They have struggled with turnovers... If you’ve been steadily contributing to a traditional ...