A CFP explains how to convert a $1.6M 401(k) to a Roth IRA without triggering high taxes, plus tips on timing, tax brackets, ...

I found your column “Do Roth IRA conversions still make sense with the passage of the GOP tax law?” very helpful and I better ...

Fortunately, there’s no age restriction on converting a pre-tax retirement account to a Roth IRA. You can roll funds from a ...

A n IRA conversion to Roth is a popular pre-retirement or early retirement move. Roth IRAs offer several benefits that traditional retirement plans don’t. Not only are investment gains in a Roth IRA ...

The Roth IRA is one of the most widely held retirement accounts in the United States. According to ICI’s 2024 study, there ...

Younger savers may benefit most from a Roth's tax-free growth, while older savers can use it for tax diversification. Strategies like Roth conversions and "backdoor" contributions can help savers move ...

New law gives seniors a $6,000 tax break on Social Security, but many still face taxes. Fidelity suggests Roth IRAs, HSAs and ...

Financial planners share their top retirement strategies, from utilizing Roth accounts to delaying Social Security to highlighting the value of a personalized financial plan.

Starting in 2026, workers age 50 and older earning more than $145,000 must make catch-up 401(k) contributions to Roth ...

The One Big Beautiful Bill Act, signed into law in July, has wide-reaching implications for taxpayers. From an enlarged ...

Taxpayers age 65 and older might be able to benefit from a $6,000 'senior bonus' deduction in the next four tax years. Here ...