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Roth IRA Conversions: Pay Now, Live Tax-Free Later
Roth IRAs Why now may be the time to convert your traditional IRA to a Roth to avoid future taxes.
Your Guide to Roth Conversions
Roth IRA Conversions Like marriage, converting a traditional IRA to a Roth is not a step that should be taken lightly.
By Sandra Block PublishedRoth IRA Conversions
Who Should Consider a Roth IRA – and Why Now?
Roth IRAs While Roth IRAs don’t make sense for everyone, there are some cases where they could be a great fit. See if any of these five scenarios applies to you.
By Brian Spinelli, CFP®, AIF® PublishedRoth IRAs
6 Reasons You Should NOT Do a Roth Conversion
Roth IRAs Roth IRAs come with some great tax advantages, but converting a traditional IRA to a Roth doesn’t make sense for everyone.
By Bud Boland, CFP® PublishedRoth IRAs
Why Are Roth Conversions So Trendy Right Now? The Case FOR and AGAINST Them
Roth IRAs Have you been tempted to join the wave of folks jumping on the Roth IRA conversion bandwagon? First, check out the pros and cons to see if it makes sense for you.
By Evan T. Beach, CFP®, AWMA® PublishedRoth IRAs
How To Buy a Roth IRA When You Make Too Much To Qualify For One
Roth IRAs With their tax-free growth and tax-free withdrawals, Roth IRAs are a great deal — if you qualify. If you don’t, well, there’s still a way to get into the game in a big way.
By Mike Piershale, ChFC PublishedRoth IRAs
Deadline for Returning RMDs to Retirement Accounts is Approaching Fast
Coronavirus and Your Money Retirees who took a required minimum distribution earlier this year need to act quickly if they want to avoid taxes on the money they withdrew.
By Rocky Mengle PublishedCoronavirus and Your Money
COVID-19 Adds Even More Incentive to Future-Proof Your Retirement with a Roth
Roth IRAs Considering the stimulus spending going on, tax rates this low aren’t likely to last, so take advantage now.
By Scott M. Dougan, RFC, Investment Adviser PublishedRoth IRAs
Hidden Costs of Roth IRA Conversions
Roth IRAs Yes, Roth IRAs are pretty great, but they can come with some potentially costly complications.
By T. Eric Reich, CIMA®, CFP®, CLU®, ChFC® PublishedRoth IRAs
Nearing Retirement? Take Another Look at Roth Conversions
Roth IRAs Due to lower tax rates and the recently passed SECURE Act, those nearing retirement should consider a Roth conversion.
By Daniel Fan, J.D., LL.M., CFP PublishedRoth IRAs