The case against Roth conversions: Most early retirees won’t benefit from paying tax now

When it comes to paying taxes, less is obviously better. In the last few years, that has meant a big push for converting any traditional pretax IRA balance to a Roth IRA, which allows the funds to ...

Should we drain our $200,000 savings for Roth conversions on $2.3 million in our 60s?

My wife and I are contemplating doing Roth conversions with part of our IRAs. We were thinking of doing monthly conversions, but don’t know if we should take the taxes due out of the conversions ...
NBC Los Angeles

Before a Roth conversion, check this tax rate — it's the ‘single biggest factor' to consider, CFP says

As investors wrestle with tariff-induced stock market volatility, there could be a tax-planning opportunity. But it's not right for all investors, experts say. Stream Los Angeles News for free, 24/7, ...
NBC New York

That Roth IRA conversion comes with a tax bill — here's how to pay for it

If you are considering a year-end Roth individual retirement account conversion, you'll need to plan for an upfront tax bill. Still, "it can be hard to bite the tax bullet today and do a Roth ...

This Seemingly-Basic iPhone App Includes One Unbelievably Convenient Feature

What’s great about this feature is it doesn’t require the need to download a third-party app, and you can use it even when ...
NBC Connecticut

That Roth IRA conversion comes with a tax bill — here's how to pay for it

If you are considering a year-end Roth individual retirement account conversion, you'll need to plan for an upfront tax bill. Stream Connecticut News for free, 24/7, wherever you are. Still, "it can ...