Roth IRA Conversion Rules

Discover how to convert tax-deferred accounts to a Roth IRA, understand the tax implications, the 5-year rule, and practical ...

How to Convert to a Roth IRA

A smart Roth conversion strategy reduces future taxes, protects a surviving spouse and avoids Medicare premium surcharges.
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Is it too late to do a Roth conversion at 65 with $1.2M in an IRA and Social Security?

Imagine you’re 65 with $1.2 million in an IRA and a lingering question: should you convert your account into a Roth IRA? The answer may depend on how you go about it. A Roth conversion can provide ...
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Doing Your Roth Conversion in a Single Year? You May Be Making a Huge Mistake.

Saving in a traditional IRA or 401(k) may have made sense for much of your career. If you earned a higher salary, those pre-tax contributions may have spared you from paying the IRS a boatload of ...