A Roth IRA rollover or conversion shifts money from a traditional IRA or 401(k) into a Roth IRA. A Roth conversion is especially attractive if you expect your future tax rate to be higher than ...

Avoiding the variety of mistakes that can occur during a retirement account rollover requires careful consideration.

To transfer funds from an existing IRA to a silver or gold IRA, you need to find the right custodian, open an account, initiate a rollover and purchase silver or gold. If you want an alternative route ...

By performing Roth conversions, our clients can reduce the size of their traditional IRAs, enabling them to lower their future RMDs. This can be particularly beneficial for those who anticipate being ...

As you approach retirement, though, you might start thinking of just how much you’d like to benefit from a Roth IRA. And you can do so by converting your traditional IRA to a Roth. While this so ...

When you convert funds from a traditional IRA or 401(k) to a Roth IRA ... your overall taxable income will be less, which means the rollover amount will be taxed at a lower rate.

The Roth IRA from a tax perspective ... and recently having a 401K rollover from a previous employer that could only be deployed into a traditional IRA since it was all pre-tax money.