Converting a traditional IRA to a Roth IRA can help you minimize taxes in retirement. But executing the conversion ...

Converting a traditional individual retirement account to a Roth IRA is a powerful way to reduce taxes in retirement. Essentially, you’re choosing to pay taxes now in exchange for tax-free withdrawals ...

I nvestors weighing a Roth conversion are running up against rules shaped by the 2017 Tax Cuts and Jobs Act and a 2025 ...

Climbing the retirement mountain takes years of saving discipline. But descending safely—turning savings into sustainable income—requires strategy and foresight.

A CFP explains how to convert a $1.6M 401(k) to a Roth IRA without triggering high taxes, plus tips on timing, tax brackets, ...

Roth conversions are one of the most powerful financial planning tools available. While they’re not right for everyone, for many investors, a Roth conversion can unlock huge tax savings. There are ...

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. And it’s one you can arrange by keeping at least ...

If you were planning a Roth conversion maneuver this year, the newly-introduced One Big Beautiful Bill (OBBB) doesn’t directly impact the strategy. However, it does have an indirect impact that could ...

As investors wrestle with tariff-induced stock market volatility, there could be a tax-planning opportunity. But it's not right for all investors, experts say. Stream Los Angeles News for free, 24/7, ...

Many investors only start seriously thinking about Roth conversions (if at all) once the year starts wrapping up. This is because you can no longer "recharacterize" or "undo" Roth conversions if you ...

Nobody wants to pay more for the same benefits, but that’s the case for certain retirees on Medicare, and they have the IRMAA to thank. The Income-Related Monthly Adjustment Amount, or IRMAA for short ...

As investors wrestle with tariff-induced stock market volatility, there could be a tax-planning opportunity. But it's not right for all investors, experts say. The strategy, known as "Roth conversions ...