Converting money from a traditional IRA or 401(k) into a Roth IRA means paying taxes up front in exchange for tax-free withdrawals later. And in some situations, that makes sense. If you're going to ...

If you don't like the idea of that, you may be considering a Roth conversion. With a Roth conversion, you move money from a ...

Roth IRAs are funded with after-tax dollars and can provide tax-free income after age 59 1/2. Money from a traditional IRA ...

In-plan Roth conversions can reduce your RMDs by the time you are required to take them out. Here's how the strategy works.

Converting a 401(k) to Roth requires a lot of planning to reduce how much taxes you pay in the long run. Here's how it works.

Dear Fix My Portfolio, An adviser contacted me recently about doing a Roth conversion. He recommended doing a one-time lump sum conversion of a 401(k) using a self-directed IRA with an LLC. He said I ...

Deciding whether to do a Roth conversion involves a complicated math equation, but calculators might not give you the right answer. When it comes to making decisions about whether or not to convert ...