This says that you must wait until the converted funds have been in your Roth IRA for at least five years before you can ...

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

Getting the right tax advice and tips is vital in the complex tax world we live in. The Kiplinger Tax Letter helps you stay right on the money with the latest news and forecasts, with insight from our ...

Some retirement savers might rue the big tax bill that came from their decision to convert a traditional individual retirement account to a Roth IRA. But those who made a conversion in 2010 still have ...

In 2025, a record 4.18 million Americans will turn 65. For those planning to retire soon, an important question arises: Does converting retirement savings from a tax-deferred account to a Roth IRA ...

I found your column "Do Roth IRA conversions still make sense with the passage of the GOP tax law?" very helpful and I better understand the strategic choice a conversion to a Roth IRA represents. My ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. For working age Americans who have stashed capital away ...

PHOENIX — Reaching your retirement goals is possible despite the bipolar nature of today’s economy, and Roth conversion can be a major factor in securing that reality. This form of asset consolidation ...

— -- Several years ago, Congress enacted a law that offered individual retirement account holders a deal that looked a lot like those "same as cash" offers you see in ads for furniture and ...

If you’re in early retirement — or close to it — you don’t want to gloss over the announcement of new tax brackets for 2026 as next year’s problem. While there’s not much surprise to the numbers, ...