Unlike with traditional IRAs, Roths do not provide tax savings, so anyone converting such funds to a Roth must pay federal ...

Roth conversions are all the rage, but what works well for one household can cause financial strain for another. This is what you should consider before moving ahead.

Thrift Savings Plan participants need to carefully weigh the advantages and potential tax pratfalls of moving their balances to an after-tax investment strategy.

Doing a Roth conversion in any climate can be a painstaking and nerve-wracking process. That said, let’s dive into whether investors should convert their traditional retirement accounts to Roth ...

Federal employees can use a new Thrift Savings Plan tool to weigh the tax costs and retirement advantages of moving traditional balances to Roth.

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

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 ...

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 ...

Rolling a traditional 401(k) into a Roth IRA triggers immediate taxes on the full conversion amount. Roth IRAs offer tax-free growth and withdrawals with no required minimum distributions during the ...

For seniors heading toward retirement, one of the most important conversations they can have with their advisor is about whether it makes sense to convert their traditional IRA into a Roth IRA. The ...