Roth conversions are not just a tax strategy — they’re also a bet on longevity, market performance, and long-term tax ...

Think you're a savvy retirement planner? Here’s what you may be forgetting.

A Roth IRA is a widely used retirement savings account with key tax advantages, such as tax-free withdrawals in retirement. Unlike traditional IRAs, which may offer tax deductions upfront, Roth IRAs ...

If you missed the boat on contributing to a Roth account directly, or your income was too high to fund a Roth IRA, then you ...

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 ...

Civilian federal employees and uniformed service members will soon be able to convert their pre-tax Thrift Savings Plan ...

FORT MYERS, FL, UNITED STATES, June 18, 2025 /EINPresswire.com/ -- OnPointe Software is revolutionizing Roth conversions with the launch of its Roth IRA Conversion ...

There is no legal or regulatory age restriction on Roth conversions, so it's not too late in that sense. Generally speaking, ...

As financial advisors, our heroics don’t typically make for riveting dinner conversation, but in our daily duties, we frequently step in and save the day. We wield advanced modeling tools to optimize ...

If you are considering doing a Roth conversion, this article is for you. This is the third column in a three-part series. The first one, “10 reasons not to do a Roth conversion,” ran in early June and ...

Paying 32% today to avoid up to 18% later is generally a poor trade-off. Few retirees face a top-bracket tax rate on every ...