A Roth conversion allows you to move funds out of a traditional retirement account and into a Roth. And that could be a smart ...

A smart Roth conversion strategy reduces future taxes, protects a surviving spouse and avoids Medicare premium surcharges.

Be careful if you're going to use this strategy.

Many investors within five years or so of retirement have the bulk of their savings in traditional tax-deferred 401(k)s and individual retirement accounts, instead of the after-tax Roth versions of ...

These could really trip you up.

A Roth conversion gives you access to tax-free income in retirement. Talk to a financial professional to time your Roth conversion just right. Are you ahead, or behind on retirement? SmartAsset's free ...

If you’ve spent years maxing out a 401(k) or traditional IRA, most of your wealth may be sitting behind a wall you cannot touch without a penalty until age 59½. There is a strategy to work around that ...