Demand for Roth IRA conversions may increase under a Trump presidency

Demand for Roth IRA conversions may increase under a Trump presidency

dowell | Moment | Getty Images Before the election, some advisors increased Roth individual retirement account conversions for clients amid the threat of higher taxes after 2025. Now, tax hikes are less... Read more »
Year-end Roth IRA conversions are popular — but don’t wait too long

Year-end Roth IRA conversions are popular — but don’t wait too long

If you’re weighing a year-end Roth individual retirement account conversion, waiting too long could be risky, financial experts say.   Roth conversions move pretax or nondeductible IRA funds to a Roth IRA, which can... Read more »
Why your Roth IRA conversions could have ‘unintended’ tax consequences

Why your Roth IRA conversions could have ‘unintended’ tax consequences

Baona | E+ | Getty Images As year-end approaches, you may be eyeing Roth individual retirement account conversions. The strategy, however, boosts your income, which can have other tax consequences, experts say.... Read more »