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 ...

A CFP explains how to convert a $1.6M 401(k) to a Roth IRA without triggering high taxes, plus tips on timing, tax brackets, ...

Staggering your Roth conversions can save a lot of money. Under the right circumstances, a Roth IRA can be the best ...

A Roth IRA conversion allows you to transfer funds from a traditional IRA to a Roth IRA, but you must pay taxes on the converted amount upfront while benefiting from tax-free withdrawals later.

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 ...

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 ...

As investors wrestle with tariff-induced stock market volatility, there could be a tax-planning opportunity. But it's not right for all investors, experts say. Stream NBC 5 for free, 24/7, wherever ...

Would you send the government a big check this year — in return for a potentially far larger future tax break? That’s the simple and essential premise of Roth conversions — paying taxes now on regular ...

As investors wrestle with tariff-induced stock market volatility, there could be a tax-planning opportunity. But it's not right for all investors, experts say. The strategy, known as "Roth conversions ...

The IRS released 2026 tax brackets—here’s how understanding your bracket can help you save with smart retirement and Roth conversion strategies.

As investors wrestle with tariff-induced stock market volatility, there could be a tax-planning opportunity. But it's not right for all investors, experts say. Stream Los Angeles News for free, 24/7, ...

Got a question about investing, how it fits into your overall financial plan and what strategies can help you make the most out of your money? You can write to me at [email protected].