<![CDATA[ Latest from Kiplinger in Roth-iras ]]> https://www.kiplinger.com/retirement/retirement-plans/roth-iras Mon, 06 Apr 2026 09:40:00 +0000 en <![CDATA[ 7 Assets to Leave Out of Your Roth IRA, From a Financial Planner ]]> https://www.kiplinger.com/retirement/roth-iras/assets-to-leave-out-of-your-roth-ira FE7XB9NTWVsuGE8HWdxM84 Mon, 06 Apr 2026 09:40:00 +0000 <![CDATA[ Are You Getting Vague Advice About Roth Conversions? ]]> https://www.kiplinger.com/retirement/roth-iras/are-you-getting-vague-advice-about-roth-conversions SwsFowukhYK5nxhZv8A4F5 Sun, 29 Mar 2026 08:35:00 +0000 <![CDATA[ If You're in or Near Retirement, You Need to Know These 4 Recent Tax Changes ]]> https://www.kiplinger.com/taxes/tax-planning/in-or-near-retirement-recent-tax-changes-to-know ALQXYbJteeP5QHNxirL4BQ Sun, 08 Mar 2026 09:30:00 +0000 <![CDATA[ Safe or Seizable?: The IRA & Bankruptcy Protection Quiz ]]> https://www.kiplinger.com/puzzles/quizzes/safe-or-seizable-the-ira-and-bankruptcy-protection-quiz 9kshucq9PMSTzcKMWeXvae Tue, 03 Mar 2026 18:36:43 +0000 <![CDATA[ Should You Jump on the Roth Conversion Bandwagon? A Financial Adviser Weighs In ]]> https://www.kiplinger.com/retirement/roth-conversion-bandwagon-should-you-jump-on DPLMS9t5Lddvm7TZuHX686 Sun, 15 Feb 2026 10:40:00 +0000 <![CDATA[ Quiz: Are You Ready for the 2026 401(k) Catch-Up Shakeup? ]]> https://www.kiplinger.com/puzzles/quizzes/quiz-2026-401-k-catch-up-shakeup Useof8pzsPUegpCMiYnwq Tue, 03 Feb 2026 15:00:00 +0000 Tue, 03 Feb 2026 15:27:18 +0000 <![CDATA[ I'm Retiring at 67 With $2.6 Million, Most of Which Is in a Traditional IRA. I'm Worried About RMDs and Taxes. What Should I Do? ]]> https://www.kiplinger.com/retirement/required-minimum-distributions-rmds/im-retiring-at-67-with-usd2-6-million-most-of-which-is-in-a-traditional-ira-im-worried-about-rmds-and-taxes-what-should-i-do Xq2dGYEaWoEATSquRzg7ub Wed, 21 Jan 2026 11:05:00 +0000 Mon, 02 Feb 2026 18:34:48 +0000 <![CDATA[ Roth IRA Conversion Quiz: Would You Benefit from the Switch? ]]> https://www.kiplinger.com/puzzles/quizzes/roth-ira-conversion-quiz-would-you-benefit-from-the-switch rBh4wzDe5xcLMLtGJVTsei Tue, 20 Jan 2026 20:00:00 +0000 Wed, 21 Jan 2026 15:05:32 +0000 <![CDATA[ Are Roth Conversions for Retirees Dead in 2026 Because of the New Tax Law? ]]> https://www.kiplinger.com/retirement/roth-iras/are-roth-conversions-for-retirees-dead-in-2026 iUHktpLZnbpfxxYsy9FXz6 Sat, 17 Jan 2026 10:40:00 +0000 <![CDATA[ A Wealth Adviser Explains: 4 Times I'd Give the Green Light for a Roth Conversion (and 4 Times I'd Say It's a No-Go) ]]> https://www.kiplinger.com/retirement/roth-iras/times-to-say-yes-to-a-roth-conversion-and-times-to-say-no MXsCpDNQwMpgzQZHMqUQ5o Sun, 21 Dec 2025 10:35:00 +0000 <![CDATA[ The $183,000 RMD Shock: Why Roth Conversions in Your 70s Can Be Risky ]]> https://www.kiplinger.com/retirement/roth-iras/rmd-shocks-why-roth-conversions-in-your-70s-can-be-risky mfbnYVwoLg5nTo5cQjKh4N Sat, 20 Dec 2025 10:40:00 +0000 <![CDATA[ I'm a Financial Planner: If You're Not Doing Roth Conversions, You Need to Read This ]]> https://www.kiplinger.com/retirement/roth-iras/if-youre-not-doing-roth-conversions-you-need-to-read-this oRsUts2Bxu6LW2MWuTJMzE Sun, 14 Dec 2025 10:40:00 +0000 Fri, 09 Jan 2026 22:00:07 +0000 <![CDATA[ I'm a Tax Attorney: These Are the Year-End Tax Moves You Can't Afford to Miss ]]> https://www.kiplinger.com/taxes/tax-planning/year-end-tax-moves-you-cant-afford-to-miss ixDQfn4skCEVd5CX2RChFC Thu, 11 Dec 2025 10:35:00 +0000 <![CDATA[ If You're Retired or Soon-to-Be Retired, You Won't Want to Miss Out on These 3 OBBB Tax Breaks ]]> https://www.kiplinger.com/taxes/tax-planning/retired-or-soon-to-be-dont-miss-these-obbb-tax-breaks LoEpUEQq4bXzmFs6jUEUa Sat, 06 Dec 2025 10:40:00 +0000 Mon, 12 Jan 2026 19:56:52 +0000 <![CDATA[ Ask the Editor, November 28: Roth Conversions and Tax Planning ]]> https://www.kiplinger.com/taxes/tax-planning/ask-the-editor-november-28-roth-conversions-and-tax-planning RU5Hka2ZjpVESfDzzAUbvN Fri, 28 Nov 2025 13:24:00 +0000 <![CDATA[ Quiz: Test Your IRA Contribution IQ ]]> https://www.kiplinger.com/puzzles/quizzes/quiz-test-your-ira-contribution-iq GAXkUfcFQCeSnmtdiHdABe Tue, 25 Nov 2025 15:00:00 +0000 <![CDATA[ 6 Changes to IRAs, 401(k)s and HSAs in 2026 ]]> https://www.kiplinger.com/retirement/retirement-planning/changes-to-iras-401ks-hsas-in-2026 yiZWioDXeWrGScYSUChuhK Thu, 20 Nov 2025 17:28:38 +0000 Thu, 15 Jan 2026 16:10:10 +0000 <![CDATA[ 6 Tax Reasons to Convert Your IRA to a Roth (and When You Shouldn't) ]]> https://www.kiplinger.com/taxes/tax-reasons-to-convert-your-ira-to-a-roth-and-when-you-shouldnt HJBbV2QnSQNAqMrACpZ43T Thu, 20 Nov 2025 15:07:00 +0000 Mon, 26 Jan 2026 14:31:21 +0000 <![CDATA[ Quiz: Understanding Roth Conversions ]]> https://www.kiplinger.com/puzzles/quizzes/quiz-understanding-roth-conversions zqrPfVqgv55KzSXFpFdXR9 Tue, 18 Nov 2025 17:02:17 +0000 Thu, 20 Nov 2025 18:12:12 +0000 <![CDATA[ I'm 54 with a $320,000 IRA and will soon be self-employed, earning $120,000 per year. How much should I save for retirement? ]]> https://www.kiplinger.com/retirement/retirement-planning/im-54-with-a-usd320-000-ira-and-will-soon-be-self-employed-earning-usd120-000-per-year-how-much-should-i-save-for-retirement u32p8BZkZTTqy9cLGK5Z4A Sun, 16 Nov 2025 11:06:00 +0000 <![CDATA[ Here's How to Plan This Year's Roth Conversion, From a Wealth Manager ]]> https://www.kiplinger.com/retirement/roth-iras/how-to-plan-this-years-roth-conversion zEX4F7omfvhKxpogETqZL8 Fri, 14 Nov 2025 10:40:00 +0000 <![CDATA[ The Clock Is Ticking: Take Advantage of These Retirement Tax Benefits While They Last ]]> https://www.kiplinger.com/taxes/tax-planning/take-advantage-of-retirement-tax-benefits-while-they-last RNPaymNepyEVXSpcGGRCyf Sat, 08 Nov 2025 10:35:00 +0000 <![CDATA[ Parents and Caregivers: Don't Miss Your Roth Conversion Window ]]> https://www.kiplinger.com/retirement/roth-iras/roth-conversions-for-parents-and-caregivers REwGzoPeNYxdKA4q9GSjgB Thu, 06 Nov 2025 10:40:00 +0000 Thu, 06 Nov 2025 15:37:51 +0000 <![CDATA[ Catch-Up Contributions for Higher Earners in 457(b) Plans: What You Need to Know ]]> https://www.kiplinger.com/retirement/retirement-plans/catch-up-contributions-for-higher-earners-in-457b-plans Sr6YThxatkxViHSMNVt9fg Thu, 06 Nov 2025 10:30:00 +0000 <![CDATA[ Seven Moves for High-Net-Worth People to Make Before End of 2025, From a Financial Planner ]]> https://www.kiplinger.com/personal-finance/year-end-moves-for-high-net-worth-people NvMvHXMjXvqkxzDJWSC7KQ Sun, 02 Nov 2025 10:35:00 +0000 <![CDATA[ Backdoor Roth IRAs: Help Your Kids Keep More of Their Inheritance ]]> https://www.kiplinger.com/retirement/roth-iras/backdoor-roth-iras-help-your-kids-keep-more-of-their-inheritance LcQpETMRNDRF4fhpMTJxoe Fri, 24 Oct 2025 10:07:00 +0000 Fri, 24 Oct 2025 14:05:44 +0000 <![CDATA[ 8 Factors to Consider When Considering a Roth Conversion ]]> https://www.kiplinger.com/retirement/roth-iras/roth-conversions-in-a-nutshell-eight-quick-facts KRYVHF9K25DjufMgwkDdjU Fri, 24 Oct 2025 09:55:00 +0000 Mon, 22 Dec 2025 21:25:35 +0000 <![CDATA[ Five Ways to Cash In On the $6,000 'Senior Bonus' Deduction ]]> https://www.kiplinger.com/retirement/roth-iras/six-ways-to-cash-in-on-the-usd6-000-senior-bonus-deduction tLK6z9gUwFiY87q2wTrTfG Mon, 29 Sep 2025 10:07:00 +0000 Mon, 20 Oct 2025 18:18:29 +0000 <![CDATA[ Is the One Big Beautiful Bill Really All That Great for Your Retirement? ]]> https://www.kiplinger.com/retirement/retirement-planning/is-the-obbb-really-all-that-great-for-your-retirement 4qHrnsMTuyB8Vj8RBjgs2D Fri, 19 Sep 2025 09:35:00 +0000 <![CDATA[ Potential Trouble for Retirees: A Wealth Adviser's Guide to the OBBB's Impact on Retirement ]]> https://www.kiplinger.com/retirement/retirement-planning/potential-trouble-for-retirees-obbb-impact-on-retirement QFnAZoqCGX7CGQBzDDWGFR Sun, 14 Sep 2025 09:40:00 +0000 <![CDATA[ Ask the Editor, September 12: Tax Questions on 529 Plan Rollovers to a Roth IRA ]]> https://www.kiplinger.com/taxes/tax-planning/ask-the-editor-tax-questions-on-529-plan-rollovers-to-a-roth-ira uo8vHmvBAQLzwmZPhaRkUF Fri, 12 Sep 2025 12:50:00 +0000 <![CDATA[ Tactical Roth Conversions: Why Now Through 2028 Is a Critical Window for Retirees ]]> https://www.kiplinger.com/retirement/roth-iras/roth-conversions-now-is-a-critical-window-for-retirees 6wVvKQnqFXGFEQk8uobzt5 Sun, 31 Aug 2025 09:35:00 +0000 Sun, 21 Dec 2025 21:59:10 +0000 <![CDATA[ Ready to Retire? It's Not Too Late to Convert to a Roth IRA ]]> https://www.kiplinger.com/retirement/roth-iras/ready-to-retire-its-not-too-late-to-convert-to-a-roth-ira U7SeRCf9fMhTw5R4U2isTh Sun, 31 Aug 2025 09:30:00 +0000 <![CDATA[ I Missed the 2-Year IRMAA Rule, Now My Medicare Costs Are Skyrocketing. ]]> https://www.kiplinger.com/retirement/medicare/i-missed-the-2-year-irmaa-rule-now-my-medicare-costs-are-skyrocketing K8Fb62FpnsyTHm3pbQFm6F Wed, 13 Aug 2025 10:06:00 +0000 <![CDATA[ Ask the Editor, August 8: Tax Questions on Roth IRA Conversions ]]> https://www.kiplinger.com/taxes/tax-law/ask-the-editor-august-8-tax-questions-on-roth-ira-conversions TDbs2CuRYBHFekdYo7rqBN Fri, 08 Aug 2025 12:24:00 +0000 <![CDATA[ A Taxable Brokerage Account May Be What Your Retirement Is Missing ]]> https://www.kiplinger.com/retirement/a-taxable-brokerage-account-may-be-what-your-retirement-is-missing MifhHTGNHrApachw8QWKrY Thu, 07 Aug 2025 10:02:00 +0000 Wed, 20 Aug 2025 14:32:18 +0000 <![CDATA[ Five Things to Consider Before Rolling Your 401(k) into a Roth IRA ]]> https://www.kiplinger.com/retirement/roth-iras/what-to-consider-before-rolling-your-401k-into-a-roth-ira aCDcn3vTaMoztSNyvtQJyZ Tue, 29 Jul 2025 09:35:00 +0000 <![CDATA[ Retirement Tax Bombs: How Roth Conversions May Cut the Blue Wire ]]> https://www.kiplinger.com/retirement/roth-iras/retirement-tax-bombs-how-roth-conversions-may-cut-the-blue-wire CWVAbdCT7TXqgxWBzPVS36 Sat, 26 Jul 2025 09:40:00 +0000 <![CDATA[ Ask the Editor, July 4: Tax Questions on Inherited IRAs ]]> https://www.kiplinger.com/taxes/tax-law/ask-the-editor-july-4-tax-questions-on-inherited-iras aJ7wHCLuWsjEidDZM6h6oW Sat, 05 Jul 2025 14:02:00 +0000 <![CDATA[ Roth IRA Conversions in the Summer? Why Now May Be the Sweet Spot ]]> https://www.kiplinger.com/retirement/roth-iras/roth-ira-conversions-in-the-summer-why-now-may-be-the-sweet-spot SQxcK52MCJKNQDHEEYznjj Fri, 04 Jul 2025 09:40:00 +0000 <![CDATA[ Ask the Editor, June 27: Tax Questions on Disaster Losses, IRAs ]]> https://www.kiplinger.com/taxes/tax-returns/ask-the-editor-june-27-questions-on-disaster-losses-iras tS8eYm98z9CqWePS4ePNub Fri, 27 Jun 2025 15:02:00 +0000 <![CDATA[ Ask the Editor, June 20: Questions on Tax Deductions and IRAs ]]> https://www.kiplinger.com/taxes/tax-deductions/ask-the-editor-june-20-tax-deductions-and-iras Xnmu8epYy9ixZ5E6wqF5w4 Fri, 20 Jun 2025 12:07:00 +0000 <![CDATA[ I'm a Financial Professional: This Is the Roth Conversion Mistake Too Many People Make ]]> https://www.kiplinger.com/retirement/roth-iras/the-roth-conversion-mistake-too-many-people-make sAiQdpfVhGZ66vjDzXfjnA Sun, 15 Jun 2025 09:40:00 +0000 <![CDATA[ Timing Is Everything for Roth Conversions: An Expert's Guide to the Right Strategy ]]> https://www.kiplinger.com/retirement/roth-iras/timing-is-everything-for-roth-conversions zqRrdUbPPnyoJcjMWAficc Sat, 14 Jun 2025 09:35:00 +0000 <![CDATA[ Eight Ways to Financially Plan Your Way Through Challenging Times ]]> https://www.kiplinger.com/personal-finance/ways-to-financially-plan-your-way-through-challenging-times Uc7XjwUfqmNv9TpMSmsY5L Sat, 24 May 2025 09:30:00 +0000 <![CDATA[ How to Turn Education Planning Into Retirement Planning ]]> https://www.kiplinger.com/personal-finance/how-to-turn-education-planning-into-retirement-planning ZTJLc7q4TvosiqNajJJbe7 Tue, 13 May 2025 09:45:00 +0000 <![CDATA[ Ask the Editor: Reader Questions, April 25 — 529 plans ]]> https://www.kiplinger.com/taxes/ask-the-editor-reader-questions-529-plans B66PwwCjxP9YcgVxkeXusV Fri, 25 Apr 2025 16:26:00 +0000 Thu, 01 May 2025 19:27:59 +0000 <![CDATA[ Should You Do A Roth IRA Conversion? Nine Things to Consider ]]> https://www.kiplinger.com/taxes/should-you-do-a-roth-ira-conversion-what-to-consider UAkSLRbaE4FXGuxAEZjmNL Tue, 22 Apr 2025 00:25:59 +0000 Thu, 01 May 2025 19:35:27 +0000 <![CDATA[ Most of the Money in IRAs Comes from a Surprising Source ]]> https://www.kiplinger.com/retirement/iras/most-money-in-iras-comes-from-a-surprising-source X77W8UEjmvm2EeSTF8WCdX Wed, 16 Apr 2025 10:07:00 +0000 Wed, 16 Apr 2025 15:45:16 +0000 <![CDATA[ Financial Fact vs Fiction: This Roth Conversion Myth Could Cost You ]]> https://www.kiplinger.com/retirement/this-roth-conversion-myth-could-cost-you-financial-fact-vs-fiction XTYZBbySghyDarW7Jjt2CB Sun, 06 Apr 2025 09:35:10 +0000 Fri, 18 Apr 2025 20:01:53 +0000