A Roth IRA conversion allows you to transfer funds from a traditional IRA to a Roth IRA, but you must pay taxes on the converted amount upfront while benefiting from tax-free withdrawals later.

The bottom line: Roth conversions are a powerful financial tool for seniors and this maneuver could be boosted by Trump’s new ...

If you’re in early retirement — or close to it — you don’t want to gloss over the announcement of new tax brackets for 2026 ...

Roth conversions get major coverage from the popular press these days. Yet despite the hoopla, many of your prospective and existing clients harbor misguided beliefs about this potentially valuable ...

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 ...

Converting to a backdoor Roth IRA via an IRS "loophole" is an estate planning tool that gives heirs tax-free income in ...

Tax rates are sunsetting next year, so it may be time to get in on low rates. With tax rates sunsetting in a little more than a year and the rules changing for inheriting retirement accounts, now may ...

Two financial planners take on the establishment with a new view on retirement taxes Should you do Roth conversions? Stick to the math for the answer. When it comes to paying taxes, less is obviously ...

Now, tax hikes are less likely under President-elect Donald Trump. However, demand for Roth conversions will continue as investors seek long-term tax planning strategies, experts said. "In general, we ...