The Roth Conversion Mistake That Could Cost You Tens of Thousands — and How To Get It Right

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, ...

When is the best time to do a Roth IRA conversion?

I found your column “Do Roth IRA conversions still make sense with the passage of the GOP tax law?” very helpful and I better ...
GOBankingRates on MSN

Roth IRA 5-Year Rule: What You Need To Know Now

If you have a Roth IRA, understanding the Roth IRA 5-year rule is critical to avoiding taxes and penalties when you withdraw ...
The Aspen Times

Littlejohn: Could you benefit from a Roth IRA conversion?

It might seem counter intuitive to decide to pay MORE taxes now, rather than defer them, but in some cases, that can be a ...

J-Curve Tax Strategy: How To Slash Your IRA Conversion Costs

Diving into the J-Curve tax strategy to learn more and see if it's an accessible way to slash your IRA conversions ...
SmartAsset on MSN

Is It Too Late to Convert to a Roth IRA at 62 With $950k in IRAs?

Fortunately, there’s no age restriction on converting a pre-tax retirement account to a Roth IRA. You can roll funds from a ...

Should You Choose a Roth IRA Over a Traditional IRA for Retirement Savings?

If you want the flexibility to be able to tap into your retirement savings if needed, the Roth IRA is your best bet. You can ...
National Association of Plan Advisors

Case of the Week: Converting a 529 Plan to a Roth IRA

Responding to a call from a financial advisor in Washington, the ERISA consultants at the Retirement Learning Center (RLC) address a question on the new permitted Roth IRA rollovers from Section 529 ...
Business Insider

Gold IRA Rollover Guide: How to Convert an IRA or 401(k) to Gold, Explained by Clute Journals

DALLAS, Texas, Sept. 20, 2025 (GLOBE NEWSWIRE) -- With interest in gold IRAs rising during uncertain economic times, Clute Journals: Investing has released an easy-to-follow guide showing how to roll ...