The Savings Game: 401(k) to Roth IRA rollover rules

Roth options to their employees. If your employer does, you should definitely consider taking advantage because of the tax ...

Roth Conversion in 2026: Is This the Year to Make the Move?

Roth IRAs are funded with after-tax dollars and can provide tax-free income after age 59 1/2. Money from a traditional IRA ...

I’ve been maxing out my after-tax 401(k) and converting it to a Roth for 2 years — is this a good strategy?

Some 71 million workers have access to 401(k) retirement plans and they have saved $8 trillion toward their retirement. The ...
AOL

When Not to Take a Roth In-Plan Conversion

A Roth in-plan conversion lets you take a distribution that is rollover-eligible from your 401(k) plan and roll it over to a Roth account in the same plan. The Roth in-plan conversion can be a ...
planadviser.com

TSP to Introduce Roth In-Plan Conversion Feature

Thrift Savings Plan participants and spousal beneficiaries can shift money from traditional, pre-tax TSP balances to Roth accounts without leaving the plan, starting in January 2026. Starting in late ...
24/7 Wall St.

Why Roth Conversions Backfire for Most Retirees: The $12,000 Tax Bill Nobody Plans For

On the May 12 episode of The Clark Howard Podcast, financial advisor Wes Moss, CFP, told Clark Howard something most ...
planadviser.com

In-Plan Roth Conversions Come to Thrift Savings Plans in Late January

Civilian federal employees and uniformed service members will soon be able to convert their pre-tax Thrift Savings Plan balances to Roth accounts without leaving the plan. The Federal Retirement ...
24/7 Wall St. on MSN

Should a commercial pilot run $200,000 of Roth conversions before his mandatory 65th birthday?

Quick Read $200K annual Roth conversions ages 65-72 cost $384K in taxes but save $200K-$900K lifetime versus $2.5M RMD ...
24/7 Wall St. on MSN

The 5-year Roth conversion ladder pre-retirees use to tap their 401(k) before 59 and a half without penalties

Quick Read $90,000 annual Roth conversions taxed at 22% rate unlock penalty-free withdrawals at 55+. Five-year conversion ...
24/7 Wall St.

The In-Plan Roth Conversion High Earners Use to Bypass the Roth IRA Income Cap

A Roth conversion will cost more money now but will minimize your taxes in the long run. Here's how you can use it in your ...

Clark Howard Says Skip the Backdoor Roth IRA: Here’s the Math for High Earners

Clark Howard, the consumer advocate behind The Clark Howard Show, has told high-earning listeners to think twice before ...
Investopedia

Roth IRA: What It Is and How to Open One

Part of a series of articles to help you open a Roth IRA and invest for retirement Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and ...