Unlike with traditional IRAs, Roths do not provide tax savings, so anyone converting such funds to a Roth must pay federal income taxes on the amount converted.

Tax planning strategies may need adjustment as President Donald Trump’s tax legislation brings significant changes affecting Roth conversions. Investors considering moving funds from traditional ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. A Roth IRA is one of the most powerful retirement savings ...

MCKINNEY, TX, UNITED STATES, January 30, 2026 /EINPresswire.com/ — Retirement Tax Consultants, LLC, a national firm specializing exclusively in retirement tax and ...

Recent dips in the market were good opportunities to convert traditional IRAs and 401(k)s to Roth accounts, advisors say. But clients who missed out shouldn’t despair. “Periods of increased market ...

If you are considering doing a Roth conversion, this article is for you. This is the third column in a three-part series. The first one, “10 reasons not to do a Roth conversion,” ran in early June and ...

Owning high yield dividends, doing backdoor conversions, and custodial Roth IRAs are just a few options Are you ahead, or behind on retirement? SmartAsset’s free tool can match you with a financial ...

I love helping my clients maximize their tax-free retirement income streams. Converting a traditional IRA account to a Roth IRA is a fabulous part of a proactive tax-planning strategy to reduce the ...

Many financial planners complete Roth individual retirement account conversions around year-end. Roth conversions typically require precise current-year income projections to avoid possible tax ...

Please provide your email address to receive an email when new articles are posted on . For high-income earners, including physicians, getting funds directly into a Roth IRA or other after-tax ...

The Roth IRA is one of the most widely held retirement accounts in the United States. According to ICI’s 2024 study, there are an estimated 34.6 million roth accounts today, trailing only the ...