Explore considerations for Roth IRA conversions, comparing AI-generated advice with insights from top IRA specialists.

AJ_Watt / Getty Images Want to retire early? A Roth IRA conversion ladder could help you tap your tax-sheltered retirement accounts before age 59½—without the usual 10% penalty. With a Roth ...

With a Roth conversion, you can move funds from a traditional IRA to a Roth IRA and pay income taxes on the amount converted. This can benefit you in retirement by letting your savings then grow ...

In a previous article about Roth conversions, an advisor wrote: “For many folks, a prime time for Roth conversions takes place during the years after retirement but before Social Security and ...

Daniel has 10+ years of experience reporting on investments and personal finance for outlets like AARP Bulletin and Exceptional magazine, in addition to being a column writer for Fatherly.

They are making tax-savvy and estate planning moves by contemplating Roth conversions to save on taxes and set their kids up financially no matter who ends up in the White House. Paying taxes now ...

Some advisors increased Roth individual retirement account conversions for clients amid the threat of higher taxes after 2025. Now, individual income tax hikes seem less likely under President ...

The size of the effect depends on size of the Roth conversion as well as any other sources of retirement income besides Social Security. Talk to a financial advisor to get insight into the pros ...