Transferring retirement savings from a 401(k) or similar tax-deferred account to a Roth IRA can help keep you from having to ...

A CFP explains how to convert a $1.6M 401(k) to a Roth IRA without triggering high taxes, plus tips on timing, tax brackets, ...

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 ...

Too rich for a Roth IRA? If your company offers a Roth 401(k), you can convert your traditional 401(k) to pay lower taxes in retirement.

If you are considering a year-end Roth individual retirement account conversion, you'll need to plan for an upfront tax bill. Still, "it can be hard to bite the tax bullet today and do a Roth ...

When is a Roth conversion a good idea? Readers are confused about their strategies. Got a question about investing, how it fits into your overall financial plan and what strategies can help you make ...

A Roth conversion can cause your Medicare premiums to surge. That's the bad news. The good news is that this surge will be temporary, depending on your future income. The better news is that you can ...

A backdoor Roth IRA isn’t a specific type of individual retirement account. Rather, it’s a description of a strategy to help wealthier taxpayers avoid certain Roth IRA restrictions. Financial advisors ...

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 ...

If you are considering a year-end Roth individual retirement account conversion, you'll need to plan for an upfront tax bill. Stream Connecticut News for free, 24/7, wherever you are. Still, "it can ...