Pay income taxes on converted funds. Plan conversions strategically to manage tax impact and maximize retirement benefits.

Roth conversions and strategic withdrawals can minimize the impact RMDs can have on your taxes.

I want to do a Roth conversion from my traditional IRA in the amount of $250,000. It’s my understanding that I have to pay the income tax on the $250,000. Can that tax be paid from the funds in the ...

Transferring funds from a pre-tax retirement account such as an IRA to an after-tax Roth IRA is a move many retirement savers ...

This may be the perfect time to convert a traditional IRA to a Roth IRA.

Here's what you need to know to determine if a Roth IRA conversion this year is the right move. The type of IRA your money is ...

A Detroit listener named Dave put a sharper question to financial advisor Wes Moss than most people bother to ask: if Roth ...

Roth conversions have become one of the most talked-about strategies in retirement planning. Many headlines suggest ...

When you reach retirement age, financial decisions become even more important as you are no longer generating income from working. Every choice you make about your money has a direct impact on your ...

A Roth conversion is the process of rolling over retirement funds invested in a pretax account, like a regular IRA or 401(k), into an after-tax Roth IRA. You’ll pay capital gains taxes at the time of ...