An IRA conversion can give you a leg-up in retirement with tax-free income. But proceed with caution.

Fraser Allport emphasizes that Roth IRA conversions are not one-size-fits-all, and are often implemented as a multi-year ...

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 ...

You can convert an IRA to a Roth no matter how old you are. But if the conversion boosts your income, it could have tax consequences.

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 ...

You will owe taxes on your Roth IRA conversion in the year of the conversion. Your converted funds must stay in your Roth IRA for five years before you can withdraw them penalty-free. Roth savings ...

A Roth conversion means taking a tax hit today to avoid one later, so if you expect to be in a lower tax bracket in ...

Think you're a savvy retirement planner? Here’s what you may be forgetting.

Because Medicare premiums are tied to income, converting a $235,000 retirement account to a Roth IRA has the potential to cause Medicare Part B premiums to increase. For many taxpayers, in fact, a ...

The Ducks have another quarterback. University of Nebraska transfer Dylan Raiola announced his commitment to Oregon Jan. 12. He’s not guaranteed... If you’ve been steadily contributing to a ...