The Roth in-plan conversion or Roth in-plan rollover can be an excellent tax-saving strategy if done correctly. But what is it exactly? This differs slightly from other Roth conversions in that it is ...

Many investors and advisers are familiar with the Roth IRA. It’s the go-to retirement account, since it allows for tax-free growth on earnings as well as tax-free withdrawals for the account owner. A ...

You'll owe taxes on the converted amount, calculated at your current marginal tax rate. Roth conversions suit those anticipating higher tax rates in retirement. Income limits for Roth IRA ...

(RNS) Jewish conversion seems to be all over the media lately. But what does it actually entail? Let us 'Splain ... The ‘Splainer (as in, “You’ve got some ‘splaining to do”) is an occasional feature ...