If you're not careful, that move might come back to bite you.

In a previous article, we outlined the IRS’ proposed regulations implementing Section 603 of the SECURE 2.0 Act, which requires certain high earners to make catch-up contributions on a Roth basis ...

The IRS recently issued final guidance on a significant SECURE 2.0 provision that changes how older, high-income employees contribute to their retirement plans. Starting in 2026, employees aged 50 and ...

President Obama on Monday signed into law the Small Business Jobs Act, which included a provision allowing in-plan Roth conversions in 401(k), 403(b), and governmental 457(b) plans.

Doing a Roth conversion in any climate can be a painstaking and nerve-wracking process. That said, let’s dive into whether investors should convert their traditional retirement accounts to Roth ...

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 ...

When you reach retirement age, financial decisions become even more important as you are no longer generating income from working. Every choice you make about your money has a direct impact on your ...

If you're considering a 2025 Roth IRA conversion, now's the time to act. There are certain retirement moves, like claiming your 401(k) match, that you can do at any point during the year. There are ...

A new rule for the federal government’s retirement plan will allow enrolled workers and retirees to convert funds to Roth accounts.

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 ...

When it comes to Roth conversions, traditional advice is to convert traditional IRAs to a Roth IRA over a period of years to stay within current tax brackets. The theory is that doing so will reduce ...

Civilian federal employees and uniformed service members will soon be able to convert their pre-tax Thrift Savings Plan ...