The steps to figure out whether you should convert money from a traditional IRA to a Roth in 2026 and how much are fairly ...

Once you take your RMD, you can convert additional amounts to a Roth. For example, say you could add $50,000 of income this ...

It might seem counter intuitive to decide to pay MORE taxes now, rather than defer them, but in some cases, that can be a ...

Called “Rethinking Roth Conversions in 2025: Navigating New Tax Laws and Opportunities," and sponsored by Leimberg Information Services, the webinar delved into how the bill President Trump signed ...

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 ...

If you are considering a year-end Roth individual retirement account conversion, you'll need to plan for an upfront tax bill. Stream Connecticut News for free, 24/7, wherever you are. Still, "it can ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. For working age Americans who have stashed capital away ...

My good friend Bob from Munster had a question I thought merited visiting in the column. Bob’s question involved a topic we are dealing with more and more often in the practice and a tool we are using ...

Given recent stock market gains, it could be a good time to cash out some of your portfolio. If your income is low enough, you might pay nothing on long-term capital gains. A Roth IRA conversion might ...

If you are considering a year-end Roth individual retirement account conversion, you'll need to plan for an upfront tax bill. Still, "it can be hard to bite the tax bullet today and do a Roth ...

If you're eyeing a year-end Roth individual retirement account conversion, you'll need to plan for the upfront tax bill. When you complete a Roth conversion, you'll owe regular income taxes on the ...