SmartAsset on MSN

Ask an advisor: How can I roll money into a Roth IRA without triggering taxes?

If I have a tax-deferred 401(k). Can I convert it to a Roth IRA without paying the deferred taxes when I roll it over? -Tommy ...
SmartAsset on MSN

I'm 60 with $1.2 million in an IRA. Should I convert to a Roth to avoid RMDs?

If you’re 60 years old with $1.2 million saved for retirement in a traditional IRA, you may be starting to think about ...

Here’s why most US retirees with less than $2,000,000 should avoid Roth conversions

Roth conversions are not just a tax strategy — they’re also a bet on longevity, market performance, and long-term tax ...
Albuquerque Journal

Skeels Cygan: Here are some strategies for Roth conversions

If you are considering doing a Roth conversion, this article is for you. This is the third column in a three-part series. The first one, “10 reasons not to do a Roth conversion,” ran in early June and ...
Morningstar

Making a Roth conversion decision on your own can be scary. How to know when to make a move.

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 ...
WJHL-TV

Retirement Tax Consultants Unveils Roth Conversion Strategy That Cuts Taxes by 35% or More

The Best Way to Save on Roth Conversion Taxes Your CPA or Financial Adviser Doesn't Know About We are the bridge between your Accountant and Financial Advisor: We do what they don’t by specializing in ...
NBC Los Angeles

That Roth IRA conversion comes with a tax bill — here's how to pay for it

If you are considering a year-end Roth individual retirement account conversion, you'll need to plan for an upfront tax bill. Still, "it can be hard to bite the tax bullet today and do a Roth ...
24/7 Wall St

If The Stock Market Tumbles, Is It the Best Time to Do a Roth Conversion for Your IRA?

Doing a Roth conversion in any climate can be a painstaking and nerve-wracking process. That said, let’s dive into whether investors should convert their traditional retirement accounts to Roth ...
Financial Advisor

Roth Conversions Are Forever. A New Designation Reflects That Gravitas

This problem, he said, can’t always be fixed with software, and it’s led to some irreversible mistakes for clients. This confluence of unsuccessful client outcomes has driven him to create an exam and ...
WDAF-TV

Retirement Tax Consultants Reveals Strategy to Cut Taxes on Roth Conversions by Up to 35% Using LLC Discounts

MCKINNEY, TX, UNITED STATES, May 12, 2025 /EINPresswire.com/ -- Retirement Tax Consultants, a leading authority in retirement tax reduction planning, today announced ...
The Business Journals

Six ROTH IRA strategies investors use to increase their retirement assets

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. A Roth IRA is one of the most powerful retirement savings ...
AOL

I Use These 3 Overlooked Roth IRA Strategies Every Year

Owning high yield dividends, doing backdoor conversions, and custodial Roth IRAs are just a few options Are you ahead, or behind on retirement? SmartAsset’s free tool can match you with a financial ...