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

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

Take a tax hit today to avoid one later?

Financial advisers beware: All Roth IRA conversion calculators are not created equal. A calculator — whether found on the web or nestled in a more sophisticated financial planning software package — ...

With the end of the year approaching, many Americans are considering a Roth IRA conversion to take advantage of certain tax benefits. Conversions during the 2024 second quarter rose 46% from the ...

Converting a traditional IRA to a Roth IRA can help you minimize taxes in retirement. But executing the conversion strategically is key to maximizing the benefits. A recent Schwab retirement planning ...

Think you're a savvy retirement planner? Here’s what you may be forgetting.

So a Roth conversion calculator — whether found on the web or nestled in a more sophisticated financial planning software package — isn't a bad jumping-off point when trying to assess whether it makes ...

SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. A Roth conversion ladder can be a smart strategy that allows you to move funds gradually from one ...