Federal employees can use a new Thrift Savings Plan tool to weigh the tax costs and retirement advantages of moving traditional balances to Roth.

An IRA conversion can give you a leg-up in retirement with tax-free income. But proceed with caution.

Take a tax hit today to avoid one later?

Thrift Savings Plan participants need to carefully weigh the advantages and potential tax pratfalls of moving their balances to an after-tax investment strategy.

Fraser Allport emphasizes that Roth IRA conversions are not one-size-fits-all, and are often implemented as a multi-year ...

PHOENIX — Reaching your retirement goals is possible despite the bipolar nature of today’s economy, and Roth conversion can be a major factor in securing that reality. This form of asset consolidation ...

“We save $7,000 per month in our taxable account, and we are both maximizing our 401(k) plans.” ...

Firm Introduces Multiple IRS-Compliant Approaches to Reduce, Recover, and Offset Roth Conversion Taxes We're the bridge ...

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 ...

Ptak: Wanted to switch gears and talk about IRA conversions. We’ve also been hearing more about converting traditional IRA balances to Roth in this year’s down market. Before we get into why this ...

A Roth Conversion may reduce your lifetime tax bill. It reduced the lifetime taxes over $300,000 for the fictitious case illustrated later. It could save you on taxes you will pay on your traditional ...