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 ...

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 ...

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

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 ...

but a traditional IRA can be converted to a Roth. Your custodian should be able to help you facilitate a direct rollover or you can manage an indirect rollover on your own. If you go the indirect ...

Rollovers generally follow one of two processes ... to maintain the tax-deferred status of your savings while converting to a Roth IRA will likely mean you owe taxes on the amount rolled over.

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.

A financial advisor can help you roll over your retirement savings into a Roth IRA and manage your investments. Connect with a fiduciary advisor today. A Roth conversion requires you to pay income ...

Anyone with a pretax IRA should "strongly consider" a yearly partial Roth conversion, said Scanlon, who is also a certified public accountant. But it's important to run tax projections before ...