There is no universal best time during a given year.

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 ...

A Roth conversion is the process of rolling over retirement funds invested in a pretax account, like a regular IRA or 401(k), into an after-tax Roth IRA. You’ll pay capital gains taxes at the time of ...

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When it comes to paying taxes, less is obviously better. In the last few years, that has meant a big push for converting any ...

Clients can transfer their funds from a traditional IRA or 401(k) into a Roth IRA through a Roth IRA conversion. Traditional IRAs give investors tax-deferred growth, but they still pay taxes upon ...

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 ...

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 ...

Preparing for retirement can require income and asset shuffling to make sure you have enough funds available and don’t bump yourself into a higher tax bracket. One method for this is known as a Roth ...