A Roth conversion could help you avoid required minimum distributions in retirement. Before you move funds into a Roth, make ...

Roth conversions could save you money on taxes in the long run. They could also give you more control over your savings. An ...

Be sure you understand the tax consequences before making the change Cathy Pareto, MBA and CFP®, is the founder and president of Cathy Pareto & Associates Inc. For more than twenty years, Cathy has ...

In a previous article about Roth conversions, an advisor wrote: "For many folks, a prime time for Roth conversions takes ...

From a legal and regulatory standpoint, it is never too late for a Roth conversion. Under the rules, you can transfer ...

Considering a Roth IRA conversion before RMDs? Learn if paying taxes now to avoid them later is right for you.

I encouraged my wife to take a $40,000 Roth conversion in a lower tax year. Even though she has another Roth IRA at a ...

Roth strategies are not going away. But the way certain federal employees use them is changing, and the timing of your ...