I am a 66-year-old married man with a substantial balance – $1 million-plus — in my IRA. Last year, I started to convert to a Roth by doing a modest Roth conversion.

A Roth IRA conversion involves transferring funds from a traditional retirement savings account, such as a 401(k) or a traditional IRA, into a Roth IRA. This financial maneuver entails a shift from an ...

Late-in-life Roth conversions can take some tricky math. As you approach retirement, one of the most important questions will ...

Roth conversion strategies for tax efficiency, preservation portfolios, and lifestyle tips for well-being—read now.

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax ...

There is no age limit on Roth conversions, so you can transfer pre-tax savings into a Roth IRA regardless of your age or ...

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 ...

Now, tax hikes are less likely under President-elect Donald Trump. However, demand for Roth conversions will continue as investors seek long-term tax planning strategies, experts said. "In general, we ...

A Roth IRA is the best retirement account around, according to many experts. It offers huge benefits such as tax-free income and the ability to leave tax-free money to heirs. Plus, because of its ...