Constance retired last year at 66 with a portfolio most planners would call enviable. She has $900,000 in a traditional IRA, ...

Converting a traditional IRA or 401(k) to a Roth account can save retirees thousands in taxes over their lifetime, but only ...

There are plenty of reasons to consider a Roth conversion ahead of or in the early stages of retirement. With a Roth ...

Discover how the Roth conversion strategy can save you a lot of money in retirement and best practices to follow.

The pre-retiree forum question keeps appearing in different forms: a 54-year-old software engineer with $1.4 million in a 401 ...

On a recent episode of the Catching Up to FI podcast, financial planner Allen Mueller laid out one of the most underused ...

There’s a strategy that could help turn these new investment accounts into tax-free vehicles in retirement, some experts say.

Clients can maximize profits by paying the tax bill outside of the conversion — and more reminders for advisors before they ...

With a Roth conversion, you move funds from a traditional retirement account into a Roth IRA. Once that money lands in a Roth ...

Roth accounts have become something close to financial gospel. Fund the Roth. Do the conversion. Pay the tax now so that you never pay it again. It’s good advice often enough that it’s easy to stop ...

The Bogleheads forum is full of posts that read the same way: a 56-year-old executive, $1.8 million in a traditional 401(k), ...

Dear Dan, I want to reduce the tax bite once I start taking required minimum distributions. I was looking at Roth conversions, but I am thinking of going in a different direction. Instead, I was ...