Learn how and when to convert tax-deferred accounts to a Roth IRA, the tax implications, the 5-year rule, and smart strategies like laddering or backdoor Roth conversions.

Converting retirement funds from a 401(k) into a Roth IRA offers the opportunity for tax-free growth and tax-free withdrawals ...

My wife and I are contemplating doing Roth conversions with part of our IRAs. We were thinking of doing monthly conversions, but don’t know if we should take the taxes due out of the conversions ...

Robert Powell, host of Yahoo Finance's Decoding Retirement podcast, joins Mind Your Money host Allie Canal in answering ...

If you're taking a required minimum distribution from an IRA, 401(k) or other tax-deferred account and don't need the money ...

The bottom line: Roth conversions are a powerful financial tool for seniors and this maneuver could be boosted by Trump’s new changes to the tax code. However, if you and your partner earn a ...

While a conversion can be the right thing for some retirees or soon-to-be-retirees to do, finance experts suggest 10 times ...

These provisions of OBBBA must be taken into account for retirement planning, with careful consideration of differing MAGI limits and effective dates. Roth conversions are likely to deliver long-term, ...

Roth plans are essential to many retirees because of their tax-free treatment in retirement. Here's how they can be improved.

In life, you often get second chances — and the same is true with investing. To illustrate: You might not have been able to contribute to a Roth IRA during your working years due to your income level, ...

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 ...