Most investors approach Roth conversions with a simple question: Will my future tax bracket be higher than my current one? On ...

Use our free Roth IRA calculator to see how much you can contribute this year and get an estimate of your potential retirement balance. Many, or all, of the products featured on this page are from our ...

For seniors heading toward retirement, one of the most important conversations they can have with their advisor is about whether it makes sense to convert their traditional IRA into a Roth IRA. The ...

You'll owe income taxes in the year you convert ...

There's a reason Roth conversions are a big part of many people's retirement strategy. If you earned too much money most of ...

The Roth 2010 Conversion Package from Advisors Trusted Advisor (ATA) is designed to help you cope with the new opportunities and challenges presented by the rules affecting IRA conversions. The ...

Be sure you understand the tax consequences before making the change Cathy Pareto, MBA and CFP®, is the founder and president of Cathy Pareto & Associates Inc. For more than twenty years, Cathy has ...

Converting money from a 401(k) to a Roth IRA has become all the rage, but it’s not the right move for everyone. A professional financial advisor can help you weigh the pros and cons, based on the ...