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 ...

When stocks fall, it can be a good time to get money out of tax-deferred accounts to avoid a ticking tax time bomb When the stock market is roiling and having big dips on any given day, the standard ...

Stock market volatility is alive and kicking, but that doesn’t have to be a bad thing, even if you’re not a day trader. Instead of buying on the dip, investors facing hefty future tax consequences on ...

There is no age limit on Roth conversions, so you can transfer pre-tax savings into a Roth IRA regardless of your age or retirement status. As long as you have qualifying funds in a pre-tax portfolio, ...