Think a Roth Conversion Is a No-Brainer? Here's When It Can Seriously Backfire.

A Roth conversion could help you avoid required minimum distributions in retirement. Before you move funds into a Roth, make ...

Are Americans making a big mistake with their Roth conversions? Here’s the BETR strategy you’ve probably never heard of — and how to implement it

Take a tax hit today to avoid one later?

The Roth Conversion Window Is Open -- But Not Forever

This may be the perfect time to convert a traditional IRA to a Roth IRA.

Retiring Early? Here's How to Turn Low-Income Years Into a Roth Conversion Goldmine.

A lot of people dream of retiring early and living life on their own terms, as opposed to being bound by a job schedule. But ...

Can I Complete a Roth Conversion in Retirement Without Earned Income?

In a previous article about Roth conversions, an advisor wrote: "For many folks, a prime time for Roth conversions takes ...
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The After-Tax 401(k) Move That Lets High Earners Shelter Up to $47,500 More Per Year in a Roth Account

You can move funds from a 401(k) plan to a Roth IRA. Here's what you should know when using these accounts in your retirement ...
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Why High Earners Are Funneling $7,500 a Year Through a Backdoor Roth IRA Even After Maxing Their 401(k)

A backdoor Roth IRA can still be a great resource even if you have maxed out your annual 401(k) contribution. Here's why.
Investopedia

Must-Know Rules for Converting Your 401(k) to a Roth IRA

Be sure you understand the tax consequences before making the change Cathy Pareto, MBA and CFP®, is the founder and president of Cathy Pareto & Associates Inc. For more than twenty years, Cathy has ...

The Hidden Cost of Roth Conversions No One Talks About Until It's Too Late

Be careful if you're going to use this strategy.

How to Convert to a Roth IRA

A smart Roth conversion strategy reduces future taxes, protects a surviving spouse and avoids Medicare premium surcharges.