Forbes contributors publish independent expert analyses and insights. Empowering smarter money moves. An IRA to Roth IRA conversion can be a smart move that can help you keep more of your money in ...

I love helping my clients maximize their tax-free retirement income streams. Converting a traditional IRA account to a Roth IRA is a fabulous part of a proactive tax-planning strategy to reduce the ...

When it comes to managing retirement income, taxes can be one of your biggest – and most overlooked – expenses. Many retirees wonder whether converting their savings to a Roth IRA can help satisfy ...

The Roth IRA's allure is easy to understand: The IRS is pretty much always in the rear-view. When you contribute money, that money has already been taxed. So your money grows tax-free in the account, ...

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 ...