One common swap that people make is converting their traditional IRA to a Roth IRA. With this move, retirees can skip paying ...

Roth individual retirement account conversions shift pretax or nondeductible IRA funds to a Roth IRA, which provides future tax-free growth. But the move boosts your adjusted gross income and can ...

When you leave a job, it is usually a smart move to take your 401(k) with you. That does not mean cashing it out, since doing ...

Roth conversions are supposed to be a clean way to swap future tax uncertainty for today's known bill, but President Donald ...

If you have a self-directed IRA or 401(k) and want to convert it into a Roth IRA, you may be concerned about your options and taxes. These retirement accounts are taxed in different ways, and you’ll ...

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. Still, "it can be hard to bite the tax bullet today and do a Roth ...

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 ...

Getting the right tax advice and tips is vital in the complex tax world we live in. The Kiplinger Tax Letter helps you stay right on the money with the latest news and forecasts, with insight from our ...

Turning traditional 401(k) savings into Roth money promises tax-free income later, but the tradeoff is a real tax bill today.

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 ...