One common swap that people make is converting their traditional IRA to a Roth IRA. With this move, retirees can skip paying ...

Converting a 401(k) into a Roth IRA can be appealing for several reasons. Not only can you make qualified withdrawals from ...

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

Starting January 1, 2026, Federal employees and retirees will be able to convert money from their traditional Thrift Savings ...

This is a strategy that is so incredibly beneficial for highly compensated employees because they can’t contribute to a ...

As investors strive to optimize their retirement savings and minimize tax burdens, understanding how Roth conversions benefit them becomes more important. Roth conversions have great significance when ...

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 ...

If you were planning a Roth conversion maneuver this year, the newly-introduced One Big Beautiful Bill (OBBB) doesn’t directly impact the strategy. However, it does have an indirect impact that could ...

A Roth IRA conversion is one of the most powerful moves a retirement saver can make, offering the promise of tax-free growth ...

The new tax and policy law known as the “One Big Beautiful Bill” will create both opportunities and hazards for Roth conversions, said Robert S. Keebler, tax and estate partner at Keebler & Associates ...