Some advisors increased Roth individual retirement account conversions for clients amid the threat of higher taxes after 2025 ...

Machine series, we recently asked ChatGPT the following question: What steps should someone take to evaluate whether to do a ...

How Seniors Can Do Smart Roth IRA Conversions ...

Many retirement specialists tout the advantages of Roth accounts. Whether a Roth IRA or Roth 401 (k), these savings vehicles can grow free of taxes, withdrawals after the first five years are tax-free ...

Roth conversions have numerous tax benefits, but the amount and timing of Roth conversions affect the benefits and have ...

Taxes are generally a concern when transferring funds from a tax-deferred retirement account to a Roth account. Converted funds are treated as taxable current income in the given year, which can push ...

A Roth IRA offers flexibility and tax benefits, but also contribution limits and income requirements to consider. Here’s what ...

However, those on a FIRE plan generally will have a number of years in early retirement (before they reach age 60), during ...

Roth conversions are proliferating, and the trend has its fans. But as any professional, employer, and even plan participant knows, navigating retirement saving can be complicated and difficult — and ...

As a person who writes about investing for a living, it's helpful (if humbling) to take a hard look at my own decisions from ...

In a previous article about Roth conversions, an advisor wrote: "For many folks, a prime time for Roth conversions takes ...

Discounted Roth conversions offer a strategy that can help with tax planning. By implementing FMV discounting techniques, you could unlock tax savings and preserve your wealth so you can enjoy it ...