This article is about the pros and cons of Roth conversions for different age groups.

When you reach retirement age, financial decisions become even more important as you are no longer generating income from working. Every choice you make about your money has a direct impact on your ...

Did you know you can convert funds from a traditional IRA or other retirement plans to a Roth IRA? With a Roth conversion, you may move all or part of the balance of the retirement assets within your ...

With a traditional Individual Retirement Account (IRA), an account owner contributes pre-tax dollars and withdrawals during retirement are then taxable. Conversely, contributions to a Roth IRA are ...

Traditional IRAs and Roth IRAs are both great ways to boost your retirement savings. Learn about the differences between ...

First, let me start off by saying I love Roth IRAs. The younger you are the better Roth IRAs potentially look. The same goes for people who don’t need the money and would like to leave it to future ...

A key part of retirement planning involves handling your clients’ Individual Retirement Accounts or IRAs. The question of converting from a traditional IRA to a Roth IRA is one that can inevitably ...

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 ...

Inflation concerns and interest rate hikes have shifted investor sentiment. If your IRA balance is down, you may have a prime opportunity to do a Roth conversion. Transferring money from a traditional ...

A Roth IRA conversion moves money from a pretax retirement account to a Roth IRA. The amount you convert is taxed as ordinary income. There are several situations where a Roth IRA conversion may make ...

While a down market may be cause for concern for some, it’s an opportunity waiting for others. One such opportunity may be a Roth IRA conversion. Is a down market the right time for a Roth IRA ...

Retirement savers who have built up sizeable balances in tax-deferred retirement accounts like traditional IRAs and 401(k) plans, may at some point want to consider converting some of these balances ...