So you’re retiring and possibly facing a mountain of taxes on your hard-earned nest egg. A Roth conversion can be like switching to a tax-free tunnel, but it's not for everyone. This guide outlines ...

Learn how and when to convert tax-deferred accounts to a Roth IRA, the tax implications, the 5-year rule, and smart strategies like laddering or backdoor Roth conversions.

Imagine you’re 65 with $1.2 million in an IRA and a lingering question: should you convert your account into a Roth IRA? The answer may depend on how you go about it. A Roth conversion can provide ...