A Roth conversion, in brief, allows investors to move their money from a tax-deferred account to a tax-exempt one. It has a ...

Civilian federal employees and uniformed service members will soon be able to convert their pre-tax Thrift Savings Plan ...

If you missed the boat on contributing to a Roth account directly, or your income was too high to fund a Roth IRA, then you may be considering a Roth conversion this year. This allows you to move ...

A new rule for the federal government’s retirement plan will allow enrolled workers and retirees to convert funds to Roth accounts.

Before rushing to a Roth conversion, here are several important realities federal employees should understand.

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 ...

A Roth in-plan conversion lets you take a distribution that is rollover-eligible from your 401(k) plan and roll it over to a Roth account in the same plan. The Roth in-plan conversion can be a ...

The clock is ticking. Starting January 1, 2026, the world of catch-up contributions changes in a big way. Thanks to SECURE 2.0 and the IRS’s final regulations, higher-earning participants who want to ...

When is a Roth conversion a good idea? Readers are confused about their strategies. Got a question about investing, how it fits into your overall financial plan and what strategies can help you make ...

Beginning in 2010, individuals are allowed to convert or roll over certain distributions from retirement plans and IRAs to Roth IRAs regardless of their modified adjusted gross income. Complex rules ...

As investors strive to optimize their retirement savings and minimize tax burdens, understanding how Roth conversions benefit them becomes more important. Roth conversions have great significance when ...

Doing a Roth conversion in any climate can be a painstaking and nerve-wracking process. That said, let’s dive into whether investors should convert their traditional retirement accounts to Roth ...