Thinking of converting a traditional IRA to a Roth IRA? The Kiplinger Tax Letter Editor highlights nine factors you should ...

Michele Pevide / Getty Images Converting your traditional individual retirement account (IRA) to a Roth IRA is a strategic financial move that could lead to long-term tax savings. A Roth IRA ...

Roth conversions transfer pretax or nondeductible individual retirement account money to a Roth IRA, which starts future ...

If you’re going to save for retirement, you might as well enjoy a host of tax benefits along the way. That’s why savers are ...

Let’s go back to the tax-bracket model that we used above. Since you’re still working and earning $80,000, you might choose ...

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation.

A retiree considers converting her 401(k) into a Roth IRA. A Roth conversion refers to the process of transferring funds from a qualifying pre-tax retirement account, like a 401(k) or traditional ...

Converting money from a tax-deferred retirement account to a Roth IRA can cause Medicare premiums for Part B and Part D to increase – in some cases dramatically – because Medicare premiums are ...

I receive a great many inquiries about retirement accounts. One area of particular interest is Roth conversions. Fortunately, IRA expert Ed Slott and his staff spend a great deal of time and ...

One thing you’re allowed to do in this situation is contribute to a traditional IRA and then convert that account to a Roth. You can do a partial conversion, where you move some of your money ...

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 ...