Some heirs are considered "eligible designated beneficiaries," and the 10-year rule does not apply to them. These include ...

2012 Roth Ira conversions are on the list of potential tax strategies of more people than any year except perhaps in 2010, ... “She’s one of my model clients,” Katzen says.

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 ...

How to do a Roth IRA conversion. The actual process for converting a 401(k) or traditional IRA to a Roth IRA is simple. When tax time rolls around, however, things can get more complicated.

The Roth IRA is one of the best retirement savings tools. But not everyone can contribute to one directly. That’s where a Roth IRA conversion comes in.

Learn what a Roth IRA conversion is and why you might want to explore this option for yourself. Explore the benefits and limitations of this process. S&P 500 +---% | Stock ...

There are no age restrictions on doing Roth conversions, but the assets must remain in the Roth IRA for at least five years after the conversion or they could be subject to a 10% early withdrawal ...

The post I’m 63 and Make $125k, With $900k in an IRA. Should I Do a Roth Conversion on $90k ... Use SmartAsset’s federal income tax calculator to help you model the tax impacts of various Roth ...

Converting a traditional IRA to a Roth IRA can be a great way to save for retirement. However, there are some situations where it might not be the best option. In this article, we'll discuss some ...

This allows us to convert to a tax-free Roth IRA at a discount. If you're married and filing jointly, you can earn up to $345,850 and still be in the 24% tax bracket. In 2017 this amount of income ...

Putting money from a traditional IRA into a Roth IRA boosts your income, which could affect what you pay for Medicare and Affordable Care Act insurance.

In terms of the Roth IRA conversions, converting $233,000 in one year may be excessive, unless you had a net operating loss or some other losses to offset that income, pros say.