An IRA conversion can give you a leg-up in retirement with tax-free income. But proceed with caution.

Unlike with traditional IRAs, Roths do not provide tax savings, so anyone converting such funds to a Roth must pay federal income taxes on the amount converted.

Roth IRAs are popular for tax benefits in retirement. Consider Vanguard's 'BETR' approach, other factors to see if a Roth conversion's right for you.

A 62-year-old with $1.5 million in a traditional IRA may be wise to consider converting $150,000 per year to a Roth IRA to ...

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 ...

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 ...

Roth vs Traditional: compare today’s marginal vs future effective tax rates. Roth accounts offer planning flexibility. Read ...

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Take a tax hit today to avoid one later?

The Certified Roth Conversion Specialist™ (CRCS™) designation launches to certify advisors in Roth conversion analysis ...