This Roth conversion strategy can save you a lot of money on taxes in the long run. Here's how the setup works.

Somer G. Anderson is CPA, doctor of accounting, and an accounting and finance professor who has been working in the accounting and finance industries for more than 20 years. Her expertise covers a ...

The right plan makes all the difference.

From a legal and regulatory standpoint, it is never too late for a Roth conversion. Under the rules, you can transfer retirement funds from a tax-deferred account such as a 401(k) to a Roth IRA at 69 ...

Starting January 1, 2026, Federal employees and retirees will be able to convert money from their traditional Thrift Savings Plan accounts to a Roth TSP account. Federal employees can make their ...

Couples retiring at 63 with traditional 401(k)s have roughly a decade before required minimum distributions begin at age 75, during which they can convert up to $129,000 annually into a Roth IRA at ...