Ptak: Wanted to switch gears and talk about IRA conversions. We’ve also been hearing more about converting traditional IRA balances to Roth in this year’s down market. Before we get into why this ...

If you think retirement planning moves stop at retirement, think again. For high earners, converting an IRA to a Roth IRA while you're still working could be the worst time of all. Although it won't ...

Ages 62 to 70 offer a rare window of voluntary income, making it the ideal time to convert traditional 401(k) funds to Roth at lower rates. Converting $100,000 annually during this window locks in ...

The key benefits of converting a traditional IRA or 401(k) to Roth are tax-free growth and there's also flexibility in terms of being able to access, whether it's contributions or converted dollars, ...