Your Guide to Roth Conversions

A Kiplinger Special Report

Image of Kiplinger's special report on Roth conversions

What you don't know about converting money from your traditional IRA to a Roth IRA could cost you – or your beneficiaries – dearly. Here are just three common misconceptions.

  • Converting money from a traditional IRA to a Roth IRA is a sure way to reduce your federal income tax. (Not always.)
  • Roth IRAs can grow tax-free forever, withdrawals are never required. (It depends.)
  • Converting money to a Roth IRA has nothing to do with your Medicare or Social Security benefits. (Actually, it matters a great deal.)

Share your e-mail address below to download this free Special Report, discover exactly what's at stake, and steer clear of pitfalls. Rely on Kiplinger’s trusted advice and guidance to help you make the right moves today to minimize the tax bite and maximize your spendable savings tomorrow.

Subscribe to Kiplinger’s Personal Finance

Be a smarter, better informed investor.

Save up to 74%
https://cdn.mos.cms.futurecdn.net/flexiimages/xrd7fjmf8g1657008683.png

Sign up for Kiplinger’s Free E-Newsletters

Profit and prosper with the best of Kiplinger’s expert advice on investing, taxes, retirement, personal finance and more - straight to your e-mail.

Profit and prosper with the best of Kiplinger’s expert advice - straight to your e-mail.

Sign up
Digital Product and Design Manager, -