An IRA conversion can give you a leg-up in retirement with tax-free income. But proceed with caution.

Unlike with traditional IRAs, Roths do not provide tax savings, so anyone converting such funds to a Roth must pay federal ...

Roth IRAs are popular for tax benefits in retirement. Consider Vanguard's 'BETR' approach, other factors to see if a Roth conversion's right for you.

Rolling a traditional 401(k) into a Roth IRA triggers immediate taxes on the full conversion amount. Roth IRAs offer tax-free growth and withdrawals with no required minimum distributions during the ...

You will owe taxes on your Roth IRA conversion in the year of the conversion. Your converted funds must stay in your Roth IRA for five years before you can withdraw them penalty-free. Roth savings ...

As investors strive to optimize their retirement savings and minimize tax burdens, understanding how Roth conversions benefit them becomes more important. Roth conversions have great significance when ...

Beginning in 2010, individuals are allowed to convert or roll over certain distributions from retirement plans and IRAs to Roth IRAs regardless of their modified adjusted gross income. Complex rules ...

Roth 401(k) retirement programs are among the best options available to long-term investors thinking about retirement. That said, there are some pitfalls readers should be aware of – here are three of ...

Roth IRA conversion is becoming popular as people plan for retirement and want tax-free income later. Experts say the BETR ...

Retirement blogger Fritz Gilbert is trying to reduce his future tax burden, but it's surprisingly harder than he thought. A previous version of this story included the wrong figure for the top of the ...