What Is a Traditional IRA Rollover ... the allure of tax-free Roth distributions, especially in a scenario where one expects higher future tax rates, can make this conversion an enticing strategy.

Below, we discuss nine important factors to keep in mind when deciding to do a Roth conversion. When you convert a traditional IRA to a Roth IRA, you will have to pay income tax on the conversion ...

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 ...

Converting a large sum like $865,000 to a Roth IRA is a strategic move for long-term tax benefits – including tax-free ...

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 to convert $40,000 – $50,000 of your traditional IRA balance each year — ...

A Roth IRA conversion involves transferring funds from a tax-deferred traditional IRA into a Roth IRA, where future growth and withdrawals during retirement are tax-free if you follow certain rules.

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 ...

With this in mind, you can’t help but wonder — does it make sense to convert to a Roth IRA now and take the tax hit while you’re still earning an income? Here's what that might look like.

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 ...

Sam Edwards / OJO Images / Getty Images Regardless of how old you are, you can still reap the benefits of a Roth IRA, a retirement account that allows savers to grow their money tax-free.

Roth conversions are especially attractive when the stock market drops, according to certified financial planner Ashton ...