Roth conversions may not be right for everyone.

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

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

With the end of the year approaching, many Americans are considering a Roth IRA conversion to take advantage of certain tax benefits. Conversions during the 2024 second quarter rose 46% from the ...

There's more to think about than just tax rates With investment accounts about to end a very good year and current tax rates unlikely to change for a while, the case for paying taxes now to convert ...

Before rushing to a Roth conversion, here are several important realities federal employees should understand.

When you reach retirement age, financial decisions become even more important as you are no longer generating income from working. Every choice you make about your money has a direct impact on your ...

As financial advisors, our heroics don’t typically make for riveting dinner conversation, but in our daily duties, we frequently step in and save the day. We wield advanced modeling tools to optimize ...

Nearly a quarter of U.S. households own a Roth IRA, yet they account for just 10% of the $13.6 trillion in total individual retirement arrangements assets, mostly funded by direct contributions. But ...

If you are considering doing a Roth conversion, this article is for you. This is the third column in a three-part series. The first one, “10 reasons not to do a Roth conversion,” ran in early June and ...