A n IRA conversion to Roth is a popular pre-retirement or early retirement move. Roth IRAs offer several benefits that traditional retirement plans don’t. Not only are investment gains in a Roth IRA ...

Transferring retirement savings from a 401(k) or similar tax-deferred account to a Roth IRA can help keep you from having to ...

Climbing the retirement mountain takes years of saving discipline. But descending safely—turning savings into sustainable ...

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. And it’s one you can arrange by keeping at least ...

In 2025, a record 4.18 million Americans will turn 65. For those planning to retire soon, an important question arises: Does converting retirement savings from a tax-deferred account to a Roth IRA ...

With the economy in the doldrums, smart investors can still give their retirement portfolios a boost by staying on top of the tax laws. The IRS is allowing savers a one-time perk if they convert a pre ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. The Roth IRA, with its tax-free growth and withdrawals, ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Strategizing retirement savings in your 20s can be a ...