Recent market swings due to tariffs have unsettled investors, including IRA owners, though conditions have stabilized ...

If you make above a certain income, expect to pay more for Medicare, due to the IRMAA, unless you take steps to lower your ...

While a conversion can be the right thing for some retirees, or soon-to-be-retirees, to do finance experts suggest 10 times ...

Imagine you’re 65 with $1.2 million in an IRA and a lingering question: should you convert your account into a Roth IRA? The ...

Converting a 401(k) to a Roth IRA can potentially provide valuable long-term benefits, but it also triggers a tax bill that ...

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 ...

Converting a traditional IRA to a Roth IRA is often presented as a smart move — especially if you expect your taxes to go up later. But as one 77-year-old listener named Lily recently found out, not ...

Converting your traditional IRA to a Roth can be a fantastic tax-saving move, but you've got to be smart about two things: how much and when.

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 ...

The bulk of your retirement money has already been earned, but that doesn't mean you can't make the most of what you have.

Each backdoor Roth IRA conversion triggers a new five-year waiting period before withdrawals. If you withdraw funds before the five-year period elapses (even if you’re over the age of 59½ ...