A n IRA conversion to Roth is a popular pre-retirement or early retirement move. Roth IRAs offer several benefits that traditional retirement plans don’t. Not only are investment gains in a Roth IRA ...

If you're eyeing a year-end Roth IRA conversion, you'll need to plan for the upfront tax bill. Here are some strategies to ...

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 ...

If you’re in early retirement — or close to it — you don’t want to gloss over the announcement of new tax brackets for 2026 ...

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 ...

It might seem counter intuitive to decide to pay MORE taxes now, rather than defer them, but in some cases, that can be a ...

Retirees will generally have more insight into the wisdom of a Roth IRA conversion than younger workers, due to decreased uncertainty about future income paths and tax rates. Decisions about how and ...

If you have just inherited a Roth IRA from your parent, spouse, or non-spouse, here are the rules for taxes and beneficiaries ...

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 ...

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 ...