Key Points Strategically timing withdrawals from an existing account can save you thousands. If you’re rolling the funds from ...

Michele Pevide / Getty Images Converting your traditional individual retirement account (IRA) to a Roth IRA is a strategic financial move that could lead to long-term tax savings. A Roth IRA ...

The good news is that you can convert plans such as a 401(k) or traditional IRA to a Roth IRA and take advantage of its range of benefits. “Converting to a Roth can be a great way to take ...

Range explores how a backdoor Roth IRA works, why it’s valuable for high-net-worth households, and the specific steps and tax ...

A conversion allows you to roll funds from a pretax retirement account into a Roth IRA. You will generally owe income taxes on the money you convert. A conversion might make sense if you earn too ...

As Americans look for smarter ways to manage taxes in retirement, 300 Financial Group is helping clients capitalize on Roth ...

A Reddit user is trying to decide what to do with his retirement funds. He has never contributed to a Roth IRA, but has been ...

The difficulty of getting money into a Roth account frustrated me for several years until I heard about something called the “mega backdoor Roth conversion.” ...

Below, we discuss nine important factors to keep in mind when deciding to do a Roth conversion. When you convert a traditional IRA to a Roth IRA, you will have to pay income tax on the conversion ...

Traditional. A traditional account provides an immediate tax deduction for eligible contributions. Money grows tax-deferred ...

The decision of whether to save for retirement through a Roth IRA or through a traditional IRA is a complex matter that can ...