Browsing: conversions

Smiling businesswoman already benefitting from Roth conversions.getty An IRA to Roth IRA conversion can be a smart move that can help you keep more of your…

Be careful of the bite of state taxes when doing a Roth Conversion. getty I love helping my clients maximize their tax-free retirement income streams. Converting…

Roth conversions are a powerful tax planning strategy, but how do retirement savers actually use them? A recent survey of Boldin subscribers reveals that users are…

dowell | Moment | Getty ImagesBefore the election, some advisors increased Roth individual retirement account conversions for clients amid the threat of higher taxes after 2025.Now,…

If you’re weighing a year-end Roth individual retirement account conversion, waiting too long could be risky, financial experts say.  Roth conversions move pretax or nondeductible IRA funds to…