A Roth IRA is a widely used retirement savings account with key tax advantages, such as tax-free withdrawals in retirement. Unlike traditional IRAs, which may offer tax deductions upfront, Roth IRAs ...

Civilian federal employees and uniformed service members will soon be able to convert their pre-tax Thrift Savings Plan ...

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

If you're considering a 2025 Roth IRA conversion, now's the time to act. There are certain retirement moves, like claiming your 401(k) match, that you can do at any point during the year. There are ...

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 ...

I love helping my clients maximize their tax-free retirement income streams. Converting a traditional IRA account to a Roth IRA is a fabulous part of a proactive tax-planning strategy to reduce the ...

There are many ways to evaluate your retirement strategy. When you have clear, concrete data, it can make sense to start by running the numbers—if X happens, then Y follows—and from there, determine ...

The IRS has released 2026 tax brackets—here’s how understanding your bracket can help you save with smart retirement and Roth conversion strategies.

I receive a great many inquiries about retirement accounts. One area of particular interest is Roth conversions. Fortunately, IRA expert Ed Slott and his staff spend a great deal of time and effort ...

For working age Americans who have stashed capital away diligently in their 401(k) plans, or other similar plans, for many years, the fact that stocks are currently trading right around all-time highs ...