With the right strategy, you can get more mileage out of a Roth conversion.

With investment accounts about to end a very good year and current tax rates unlikely to change for a while, the case for paying taxes now to convert traditional IRAs and 401(k)s to Roth accounts is ...

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 ...

Most investors approach Roth conversions with a simple question: Will my future tax bracket be higher than my current one? On paper, that seems like the most important question. A Roth conversion ...

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. And it’s one you can arrange by keeping at least ...

This article adheres to strict editorial standards. Some or all links may be monetized. Roth conversions are widely considered financially advantageous. Financial advisors often recommend them, and ...

When it comes to making decisions about whether or not to convert pretax IRA or 401(k) savings to Roth — paying the tax now or waiting until later — a lot of people get caught up in the math. They ...

Roth conversions to secure tax-free withdrawals during retirement are gaining popularity as Gen X gets closer to retirement, but financial advisers warn that the decision to convert should be ...

A 64-year-old married couple with $2.9 million in retirement assets has one awkward year to navigate before Medicare begins ...

USA - 1998: 34p x 45p Camille Weber color illustration of Roth IRA and traditional IRA racing each other in a marathon. (Lexington Herald-Leader/Tribune News Service via Getty Images) Back in 1997, ...