Roth conversions are a popular year-end strategy, but the move could trigger unexpected tax consequences, experts say.

Across more than 52 million IRA, 401 (k) and 403 (b) accounts, Fidelity found that 95% of Gen Z contributions now flow into ...

A one-time transfer outperforms an equal-installments method in most tax situations, research finds.

This says that you must wait until the converted funds have been in your Roth IRA for at least five years before you can ...

Retirement account balances reached fresh records in the third quarter, capping off a period of sustained growth that has ...

A Roth 401 (k) is an employer-sponsored, after-tax retirement account with no income limitations. Bosse says they're ...

Capita Financial Network is teaching viewers why so many people get Roth plans mixed up, and how some simple math wipes away ...

A Roth IRA conversion is one of the most powerful moves a retirement saver can make, offering the promise of tax-free growth ...

I am married, retired and 68 with an income of $200,000 a year between my pension, Social Security and investments.