A 62-year-old federal retiree wrote into The Retirement and IRA Show with a question many retirees ask: Should I accelerate ...

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

In a previous article about Roth conversions, an advisor wrote: "For many folks, a prime time for Roth conversions takes ...

Considering a Roth IRA conversion before RMDs? Learn if paying taxes now to avoid them later is right for you.

There are certain retirement moves, like claiming your 401(k) match, that you can do at any point during the year. There are others you generally do at a specific time. Roth IRA conversions fall into ...

Retirees will generally have more insight into the wisdom of a Roth IRA conversion than younger workers, due to decreased uncertainty about future income paths and tax rates. Decisions about how and ...

When is a Roth conversion a good idea? Readers are confused about their strategies. Got a question about investing, how it fits into your overall financial plan and what strategies can help you make ...

Unless you hold some niche investments, the value of your portfolio is likely down at the moment. The S&P 500 has surrendered about 18% over the past 12 months, and the broad bond market hasn't done ...

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 ...

Roth conversions have become a hot financial buzzword in recent years, but they're frequently misunderstood. Here's why they ...