A Roth IRA conversion is available any time you have money in a qualifying pre-tax account. People choose to make a ...

As 2025 nears its end, it's a good time to evaluate which money moves we should make before the taxable year comes to a close. Clients often ask whether they should convert funds in tax-deferred ...

Earning a high income is certainly an effective way to provide more ammunition to fund your retirement nest egg. You have ...

If you are considering a year-end Roth individual retirement account conversion, you'll need to plan for an upfront tax bill. Stream NBC 5 for free, 24/7, wherever you are. Still, "it can be hard 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 ...

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 ...

Many investors within five years or so of retirement have the bulk of their savings in traditional tax-deferred 401(k)s and individual retirement accounts, instead of the after-tax Roth versions of ...

If you were planning a Roth conversion maneuver this year, the newly-introduced One Big Beautiful Bill (OBBB) doesn’t directly impact the strategy. However, it does have an indirect impact that could ...