Converting retirement funds from a 401(k) into a Roth IRA offers the opportunity for tax-free growth and tax-free withdrawals ...

While time is running out to make Roth conversions before the end of the taxable year, consider taking your time and ...

PHOENIX — Reaching your retirement goals is possible despite the bipolar nature of today’s economy, and Roth conversion can be a major factor in securing that reality. This form of asset consolidation ...

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. And it’s one you can arrange by keeping at least ...

Jeff DeHaan explains how strategic Roth conversions can safeguard your heirs and spouse from future tax burdens. Drawing on ...

With a Roth 401(k), you give up a tax break on your contributions. Despite that drawback, Roth 401(k)s offer a host of benefits. Not only can a Roth 401(k) give you access to tax-free income in ...

You probably already know if your employer offers a 401(k) plan to help you save for retirement. But there may be another option on offer that you are less familiar with — and in some situations, ...

Roth conversions, if done right, can lower your tax bill over your lifetime. But be careful. Roth conversions pose traps, and the unwary can easily get caught. Here are eight factors to consider in ...

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 ...

The federal government’s Thrift Savings Plan for service members and civilian employees will allow participants to transfer money from their traditional accounts into the plan’s Roth accounts starting ...