Colorado firm's proprietary Rothology® has saved 1,700 families an average of $3.2 million in lifetime retirement ...

The Certified Roth Conversion Specialist™ (CRCS™) designation launches to certify advisors in Roth conversion analysis ...

Fraser Allport emphasizes that Roth IRA conversions are not one-size-fits-all, and are often implemented as a multi-year conversion strategy to mitigate tax consequences in any one tax year. A ...

Charles Schwab offers no fees, thousands of investment options, and an easy platform, making it the top Roth IRA choice for ...

Roth IRAs are popular for tax benefits in retirement. Consider Vanguard's 'BETR' approach, other factors to see if a Roth conversion's right for you.

Federal employees can use a new Thrift Savings Plan tool to weigh the tax costs and retirement advantages of moving traditional balances to Roth.

A Roth conversion means taking a tax hit today to avoid one later, so if you expect to be in a lower tax bracket in ...

Most investors approach Roth conversions with a simple question: Will my future tax bracket be higher than my current one? On ...

Semi-retirement may work when portfolios cover most living costs and flexible work bridges the remaining income gap. Find out ...

Roth conversions may not be right for everyone.

Converting your traditional individual retirement arrangement (IRA) or 401(k) account to a Roth IRA often appears to be a clear financial win. Pull some capital from your retirement accounts, pay a ...

Roth conversions have become one of the most aggressively marketed planning strategies in the advisory business, but the industry’s understanding of when they work for a client and when they don’t ...