While a conversion can be the right thing for some retirees or soon-to-be-retirees to do, finance experts suggest 10 times you should not do a Roth conversion.

When it comes to Roth conversions, traditional advice is to convert traditional IRAs to a Roth IRA over a period of years to stay within current tax brackets. The theory is that doing so will reduce ...

In this week's Ask the Editor Q&A, Joy Taylor answers questions on how to convert a traditional IRA to a Roth IRA.

One common swap that people make is converting their traditional IRA to a Roth IRA. With this move, retirees can skip paying ...

I receive a great many inquiries about retirement accounts. One area of particular interest is Roth conversions. Fortunately, IRA expert Ed Slott and his staff spend a great deal of time and effort ...

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 ...

In 2025, a record 4.18 million Americans will turn 65. For those planning to retire soon, an important question arises: Does converting retirement savings from a tax-deferred account to a Roth IRA ...

As investors strive to optimize their retirement savings and minimize tax burdens, understanding how Roth conversions benefit them becomes more important. Roth conversions have great significance when ...

I found your column "Do Roth IRA conversions still make sense with the passage of the GOP tax law?" very helpful and I better understand the strategic choice a conversion to a Roth IRA represents. My ...

Preparing for retirement can require income and asset shuffling to make sure you have enough funds available and don’t bump yourself into a higher tax bracket. One method for this is known as a Roth ...

Starting January 1, 2026, Federal employees and retirees will be able to convert money from their traditional Thrift Savings ...