Converting your current retirement accounts to a Roth IRA is typically a very tax-efficient strategy. It can help lower your ...

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It's a busy time of year. If you want to set yourself up for a prosperous 2025, there's one thing you should be sure to do ...

The federal government’s Thrift Savings Plan for service members and civilian employees will allow participants to transfer ...

There are plenty of ways to analyze your retirement strategy. Sometimes, when we have lots of concrete information, we can ...

If you're expecting to move up to a higher tax bracket in future years, it might make sense to convert your traditional IRA ...

In life, you often get second chances - and the same is true with investing. To illustrate: You might not have been able to ...

Last week I linked to my “ Roth Conversions Deep Dive ” presentation from the recent Bogleheads Conference. And many people wrote in to ask about things that were not included in the presentation.

Nearly a quarter of U.S. households own a Roth IRA, yet they account for just 10% of the $13.6 trillion in total individual ...

However, the immediate tax bill that comes due is the biggest challenge of doing a Roth conversion. If you do such a conversion, the funds in your IRA that were previously tax deferred are treated as ...

What are your thoughts on Roth conversions if you are in the highest tax bracket and plan to be there moving forward? If you ask some financial professionals, the answer to this question might be a ...

With the end of the year approaching, many Americans are considering a Roth IRA conversion to take advantage of certain tax ...