IRA conversion to Roth: Rules to convert an IRA or 401(k) to a Roth IRA

An IRA conversion can give you a leg-up in retirement with tax-free income. But proceed with caution.

Roth IRA’s: To Convert Or Not To Convert In 2026

Unlike with traditional IRAs, Roths do not provide tax savings, so anyone converting such funds to a Roth must pay federal income taxes on the amount converted.

Roth IRA conversions gain traction as Gen X ages. Should you convert?

Roth IRAs are popular for tax benefits in retirement. Consider Vanguard's 'BETR' approach, other factors to see if a Roth conversion's right for you.

Vanguard warns that Americans get one big thing wrong about Roth conversions. Here’s the most precise strategy you’ve probably never seen

Take a tax hit today to avoid one later?
AOL

A Roth IRA Conversion Sounds Smart, but Is It Right for Your 401(k)?

Rolling a traditional 401(k) into a Roth IRA triggers immediate taxes on the full conversion amount. Roth IRAs offer tax-free growth and withdrawals with no required minimum distributions during the ...

Retirement Tax Consultants Expands Roth Conversion Platform with New Tax-Reduction Strategies

Firm Introduces Multiple IRS-Compliant Approaches to Reduce, Recover, and Offset Roth Conversion Taxes We're the bridge ...

Here’s why most US retirees with less than $2,000,000 should avoid Roth conversions

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

Don't Forget About State Taxes When Making Roth Conversions

I love helping my clients maximize their tax-free retirement income streams. Converting a traditional IRA account to a Roth IRA is a fabulous part of a proactive tax-planning strategy to reduce the ...
Government Executive

TSP in-plan Roth conversions: Are they right for you?

Federal employees can use a new Thrift Savings Plan tool to weigh the tax costs and retirement advantages of moving traditional balances to Roth.