Take a tax hit today to avoid one later?

Thrift Savings Plan participants need to carefully weigh the advantages and potential tax pratfalls of moving their balances to an after-tax investment strategy.

Think you're a savvy retirement planner? Here’s what you may be forgetting.

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 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 ...

As financial advisors, our heroics don’t typically make for riveting dinner conversation, but in our daily duties, we frequently step in and save the day. We wield advanced modeling tools to optimize ...

Roth conversions are widely considered financially advantageous. Financial advisors often recommend them, and online ...

If you are considering doing a Roth conversion, this article is for you. This is the third column in a three-part series. The first one, “10 reasons not to do a Roth conversion,” ran in early June and ...

Nearly a quarter of U.S. households own a Roth IRA, yet they account for just 10% of the $13.6 trillion in total individual retirement arrangements assets, mostly funded by direct contributions. But ...

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 ...

Civilian federal employees and uniformed service members will soon be able to convert their pre-tax Thrift Savings Plan balances to Roth accounts without leaving the plan. The Federal Retirement ...