Take a tax hit today to avoid one later?

A Roth conversion means taking a tax hit today to avoid one later, so if you expect to be in a lower tax bracket in ...

Thinking about converting your traditional IRA to a Roth in 2026? Hold on a second. There's a lot of buzz right now about Roth conversions, especially with recent tax law changes, yet what many people ...

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

When you reach retirement age, financial decisions become even more important as you are no longer generating income from working. Every choice you make about your money has a direct impact on your ...

Rolling a traditional 401(k) into a Roth IRA triggers immediate taxes on the full conversion amount. Roth IRAs offer tax-free growth and withdrawals with no required minimum distributions during the ...

As year-end approaches, you may be eyeing Roth individual retirement account conversions. Stream San Diego News for free, 24/7, wherever you are with NBC 7. The strategy, however, boosts your income, ...

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 ...

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 made a Roth individual retirement account conversion in 2022, you may have a more complicated tax return this season, experts say. The strategy, which transfers pretax or non-deductible IRA ...