If I have a tax-deferred 401(k). Can I convert it to a Roth IRA without paying the deferred taxes when I roll it over? -Tommy ...

Converting your 401(k) to a Roth portfolio will allow you to entirely avoid RMDs. This is a legitimate form of tax planning.

It's not a complicated strategy, but you may need to plan ahead.

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax ...

If you made a Roth individual retirement account conversion in 2022, you may have a more complicated tax return this season, experts say. The strategy, which transfers pretax or non-deductible IRA ...

After Donald Trump signed a sweeping tax and policy bill, the One Big Beautiful Bill Act, into law on July 4, Roth conversions could end up costing some clients money, warned Robert Keebler, a CPA at ...

Paying 32% today to avoid up to 18% later is generally a poor trade-off. Few retirees face a top-bracket tax rate on every ...

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

The Best Way to Save on Roth Conversion Taxes Your CPA or Financial Adviser Doesn't Know About We are the bridge between your Accountant and Financial Advisor: We do what they don’t by specializing in ...

MCKINNEY, TX, UNITED STATES, August 12, 2025 /EINPresswire.com/ -- For individuals contemplating whether to convert their Traditional IRAs, 401(k)s, or other tax ...

If you were planning a Roth conversion maneuver this year, the newly-introduced One Big Beautiful Bill (OBBB) doesn’t directly impact the strategy. However, it does have an indirect impact that could ...

Roth conversions are not just a tax strategy — they’re also a bet on longevity, market performance, and long-term tax ...