Depending on market conditions and your tax rate, now could be an ideal time to convert retirement funds into a Roth IRA — ...

Here’s how converting your traditional retirement account to a Roth IRA can boost your nest egg — but avoid these costly ...

You can convert an IRA to a Roth no matter how old you are. But if the conversion boosts your income, it could have tax ...

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

Who doesn’t appreciate tax-free investment growth, tax-free withdrawals and not having to take required minimum distributions ...

A traditional IRA provides up-front tax breaks that make investing easier. A Roth IRA offers tax savings in retirement and can help you avoid taxes on Social Security. The right account for you will ...

Recently on the “Erin Talks Money” show, host Erin Moriarity spoke with tax and retirement planning expert Ed Slott. Slott is widely regarded as one of the top experts in the field, having spent his ...

Going into the 2024 presidential election, the conventional wisdom and received knowledge of the chattering classes, when asked whether or not it was smart to convert a regular IRA into a Roth IRA ...

Test your basic knowledge of traditional and Roth contribution rules in our quick quiz.

There’s a reason it pays to save for retirement in an IRA or 401(k). These accounts give you a tax break on your money, whereas a regular brokerage account won’t. With a traditional IRA or 401(k), ...

The IRS also forces people with a traditional retirement plan to start withdrawing their money eventually. Those forced ...

Currently, IRA contributions max out at $7,000 for workers under 50 and $8,000 for workers ages 50 and older. In 2026, IRA ...