Here’s how converting your traditional retirement account to a Roth IRA can boost your nest egg — but avoid these costly ...

If you’re in early retirement — or close to it — you don’t want to gloss over the announcement of new tax brackets for 2026 as next year’s problem. While there’s not much surprise to the numbers, ...

Trina Paul is a Breaking News and Personal Finance Writer at Investopedia, covering topics like retirement, consumer debt, and retail investing. She focuses on making complex financial topics ...

Converting a traditional individual retirement account to a Roth IRA is a powerful way to reduce taxes in retirement. Essentially, you’re choosing to pay taxes now in exchange for tax-free withdrawals ...

Roth conversions are one of the most powerful financial planning tools available. While they’re not right for everyone, for many investors, a Roth conversion can unlock huge tax savings. There are ...

For seniors heading toward retirement, one of the most important conversations they can have with their advisor is about whether it makes sense to convert their traditional IRA into a Roth IRA. The ...

Forbes contributors publish independent expert analyses and insights. Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital. Imagine you just made an investment – and it lost value overnight.