When is a Roth conversion a good idea? Readers are confused about their strategies. Got a question about investing, how it fits into your overall financial plan and what strategies can help you make ...
Money Talks News on MSN
What's the best time of year for a Roth conversion?
You have to weigh the pros and cons of converting early in the year versus waiting until year-end.
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 ...
Tax changes may make it possible to convert more to a Roth for the same tax bill. If you started 2025 with a plan for how much you thought you'd convert to a Roth IRA by the end of the year, the ...
SmartAsset on MSN
Ask an advisor: We earn $350K+ per year and can't contribute to a Roth IRA. Do we have to wait until retirement to convert?
Because of our income bracket – we make over $350,000 per year – we cannot contribute to a Roth anymore. We're 61 and 62, and ...
The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax ...
Preparing for retirement can require income and asset shuffling to make sure you have enough funds available and don’t bump yourself into a higher tax bracket. One method for this is known as a Roth ...
As investors strive to optimize their retirement savings and minimize tax burdens, understanding how Roth conversions benefit them becomes more important. Roth conversions have great significance when ...
I found your column “Do Roth IRA conversions still make sense with the passage of the GOP tax law?” very helpful and I better understand the strategic choice a conversion to a Roth IRA represents. My ...
If you thought Roth conversions were confusing before, buckle up, because it just got more complex. President Donald Trump’s “One, Big, Beautiful Bill Act” (OBBBA) has changed the tax playbook so much ...
SAN FRANCISCO — Oregon women’s basketball (12-2) traveled to Chase Center in San Francisco, California, where they were defeated by the... Consistently short drives aren’t always a great sign for an ...
Learn the updated 2025 backdoor Roth IRA strategy step‑by‑step—from contribution limits and MAGI thresholds to tax filing and avoiding pro‑rata rule traps.
Some results have been hidden because they may be inaccessible to you
Show inaccessible results