Spreading out your conversion could deal your finances much less of a blow.

Be sure you understand the tax consequences before making the change Cathy Pareto, MBA and CFP®, is the founder and president of Cathy Pareto & Associates Inc. For more than twenty years, Cathy has ...

A Roth Individual Retirement Account (IRA) can offer tax benefits in the form of tax-free withdrawals in retirement. If you have a traditional IRA or 401(k), you can use a Roth conversion to change ...

You don't want to pass up a big opportunity.

A smart Roth conversion strategy reduces future taxes, protects a surviving spouse and avoids Medicare premium surcharges.

A Roth conversion ladder is a multiyear strategy to transfer pretax funds to a Roth IRA to kickstart future tax-free growth. You'll owe upfront levies on the converted balance, but there is no 10% ...

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Roth conversions to secure tax-free withdrawals during retirement are gaining popularity as Ge n X gets closer to retirement, but financial advisers warn that the decision to convert should be ...