One move that many retirement savers might want to consider is transferring funds from a pre-tax retirement account such as an IRA to an after-tax Roth IRA. A Roth conversion, as the move is called, ...

IRA conversion to Roth from traditional accounts If you have a traditional IRA, converting it can be a straightforward process of contacting the financial institution holding the account and ...

For seniors heading toward retirement, one of the most important conversations they can have with their advisor is about whether it makes sense to convert their traditional IRA into a Roth IRA. The ...

Roth conversions offer a lot of appeal to retirement planners. Roth accounts are not subject to Required Minimum Distribution (RMD) rules, so retirees won't have to make mandatory withdrawals that ...