Glen and Harriett Hager have done a lot of estate planning. But they want to get their finances set in case one of them ...

The bottom line: Roth conversions are a powerful financial tool for seniors and this maneuver could be boosted by Trump’s new ...

A Roth conversion is the process of rolling over retirement funds invested in a pretax account, like a regular IRA or 401(k), into an after-tax Roth IRA. You’ll pay capital gains taxes at the time of ...

Roth conversions are one of the most powerful financial planning tools available. While they’re not right for everyone, for many investors, a Roth conversion can unlock huge tax savings. There are ...

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 ...

Climbing the retirement mountain takes years of saving discipline. But descending safely—turning savings into sustainable ...

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 effort ...

Roth conversions involve switching a pre-tax account to a post-tax account and immediately paying the tax bill. Consider future tax rates and whether you have the cash to cover the tax bill before ...

I found your column "Do Roth IRA conversions still make sense with the passage of the GOP tax law?" very helpful and I better understand the strategic choice a conversion to a Roth IRA represents. My ...

Preparing for retirement can require income and asset shuffling to make sure you have enough funds available and don’t bump yourself into a higher tax bracket. One method for this is known as a Roth ...