Required minimum distributions (RMDs) from pre-tax retirement accounts can have a number of unintended consequences. These ...

Roth individual retirement accounts (IRAs) are powerful tools for building tax-free savings in retirement. If you’ve got one already or plan to open one soon, use our Roth IRA calculator to see ...

Should you convert your traditional IRA to a Roth? Often, the answer requires complicated calculations. Here's an easy way to do them.

A key part of retirement planning involves handling your clients’ Individual Retirement Accounts or IRAs. The question of converting from a traditional IRA to a Roth IRA is one that can ...

Financial advisers beware: All Roth IRA conversion calculators are not created equal. A calculator — whether found on the web or nestled in a more sophisticated financial planning software ...

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.

If you believe that taxes will rise in the future, converting more now at current tax rates may save you from higher tax ...

Opening a Roth IRA after 60 means you don't have to worry about an early withdrawal penalty, but you'll have to wait five years to take out money tax-free.

If your IRA balance is down, you may have a prime opportunity to do a Roth conversion. Transferring money from a traditional to a Roth IRA will trigger a tax bill.

Converting your traditional IRA to a Roth has some great benefits, but be aware of the cost.

To convert or not convert traditional retirement savings into a Roth IRA? That’s likely a big question Generation X will have to answer soon as they head into retirement, experts say.

Many clients will benefit from a Roth IRA conversion, but there are several considerations to keep in mind.