Here’s how converting your traditional retirement account to a Roth IRA can boost your nest egg — but avoid these costly ...

You can convert an IRA to a Roth no matter how old you are. But if the conversion boosts your income, it could have tax ...

Financial advisers beware: All Roth IRA conversion calculators are not created equal. A calculator — whether found on the web or nestled in a more sophisticated financial planning software package — ...

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 ...

In this week's Ask the Editor Q&A, Joy Taylor answers questions on how to convert a traditional IRA to a Roth IRA.

To convert or not convert traditional retirement savings into a Roth IRA? That’s likely a big question Generation X will have to answer soon as they head into retirement, experts say. Roth accounts ...

Roth IRAs are not subject to rules on required minimum distributions (RMDs), and qualifying withdrawals from Roth accounts in retirement are also free of federal income taxes. You can get those ...

A one-time transfer outperforms an equal-installments method in most tax situations, research finds.

When you leave a job, it is usually a smart move to take your 401(k) with you. That does not mean cashing it out, since doing ...

Do-overs are pretty rare in life, but one place you’ll find them is retirement accounts. If you sign up for a traditional IRA or a 401(k) plan then decide later you wished you’d picked a Roth IRA ...

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 key part of retirement planning involves handling your clients’ Individual Retirement Accounts or IRAs. The question of converting from a traditional IRA to a Roth IRA is one that can inevitably ...