This says that you must wait until the converted funds have been in your Roth IRA for at least five years before you can ...

Converting a 401(k) to a Roth IRA can potentially provide valuable long-term benefits, but it also triggers a tax bill that ...

Is it wise to start converting my 401(k) into an IRA (and then Roth) by 10% per year in order to avoid having to claim too ...

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 ...

Say you’ve saved $1.6 million in your 401(k) — a number that reflects years of discipline and sacrifice. Now, financial experts are saying much of that money should be in a Roth IRA instead. Should ...

A new $6,000 tax deduction for seniors has created a limited-time opportunity to do a Roth conversion with a lower tax hit.

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 ...

Would you send the government a big check this year — in return for a potentially far larger future tax break? That’s the simple and essential premise of Roth conversions — paying taxes now on regular ...

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 ...

Marc Rogers, Founder/CEO of Producers Prospect, is a financial advisor, coach and industry leader with over 20 years of experience. Saving for retirement is like climbing Mount Everest. The ascent ...

Got a question about investing, how it fits into your overall financial plan and what strategies can help you make the most out of your money? You can write to me at [email protected].