A one-time transfer outperforms an equal-installments method in most tax situations, research finds.

With the end of the year approaching, many Americans are considering a Roth IRA conversion to take advantage of certain tax benefits. Conversions during the 2024 second quarter rose 46% from the ...

NORTH PALM BEACH, Fla. (Bankrate.com)-- If you've been thinking about converting your traditional Individual Retirement Account into a Roth IRA, this may be the time to make your move. When the stock ...

Using a traditional IRA or 401(k) to save for retirement is a great way to supercharge your savings. The big advantage of those accounts is that you can deduct your contributions from your taxes. With ...

Many Roth conversions that look good on paper are in fact losing propositions. That's the implication of an article published in the September issue of the Journal of Financial Planning. Entitled "Net ...

A Roth conversion—when you take money from a tax-deferred account, like a traditional 401(k) or IRA, and put it into a Roth ...

Timing can be critical with Roth IRA conversions. In that light, the recent market decline definitely made the prospect of converting regular IRA assets to a Roth more alluring for those investors who ...

Sometimes moving money to a Roth IRA just doesn't make sense If you're eager to jump on the Roth bandwagon, it may be frustrating to go through the process and find roadblocks. But sometimes, you run ...

FORT MYERS, FL, UNITED STATES, June 18, 2025 /EINPresswire.com/ -- OnPointe Software is revolutionizing Roth conversions with the launch of its Roth IRA Conversion ...

The early years of retirement are when you have the most control over your income. Take advantage of low tax rates to save money in the long run. Early Roth conversions can reduce RMDs and Social ...