Evaluate the potential benefits of a Roth IRA conversion in light of current tax laws and economic projections.

If you choose a Roth IRA, stay mindful of the annual contribution limits. Adults under 50 can contribute up to $7,000 to a ...

There is no legal or regulatory age restriction on Roth conversions, so it's not too late in that sense. Generally speaking, ...

Would you send the government a big check this year— in return for a potentially far larger future tax break? That’ s the ...

Republican control of government is likely to keep tax cuts in place, which make Roth IRA conversions more attractive.

Converting to IRA into a Roth IRA could come with a significant tax bill, but the key to lowering the tax bill is timing.

An IRA or 401 (k) rollover is one of those bumps in the road. A number of events can arise that make a rollover necessary, ...

I want to do three Roth conversions in the next three years before I turn 73 in 2027 so that my beneficiary doesn't have to ...

Converting a large sum like $865,000 to a Roth IRA is a strategic move for long-term tax benefits – including tax-free ...

Certified Financial Planner (CFP) Shashin Shah, Managing Director at SFMG Wealth Advisors, noted that his main financial ...

You can also simply use a Roth IRA to pay for college without taking the step of converting the money to a 529 plan. As long ...