Is 2026 the Right Year to Do a Roth Conversion? Here's How to Decide

Here's what you need to know to determine if a Roth IRA conversion this year is the right move.

We're 62 With $950k in IRAs. Should We Still Consider a Roth Conversion?

Fortunately, there’s no age restriction on converting a pre-tax retirement account to a Roth IRA. You can roll funds from a ...

What Business Owners Should Understand About Roth Conversions

Conversions are not right for everyone, so it's important for leaders to consider their risks to find the strategy that's ...
Government Executive

Why Federal Employees May Want to Slow Down Before Doing Roth Conversions in 2026

Roth conversions have become one of the most talked-about strategies in retirement planning. Many headlines suggest ...

The Roth conversion window most pre-retirees miss before age 73

Don't miss the best chance to convert your Traditional IRA into a Roth IRA.

Here’s why most US retirees with less than $2,000,000 should avoid Roth conversions. Are the odds against you, too?

Roth conversions may not be right for everyone.

This can be ‘the biggest silent expense in retirement’ — and how to prepare yourself for it

6 financial advisers give their advice on how wealthier Americans can minimize their tax burden in retirement ...

Are you making this Roth conversion mistake? Here’s the BETR solution you should know about — and how to implement it

Most investors approach Roth conversions with a simple question: Will my future tax bracket be higher than my current one? On ...

The Roth IRA Move High Earners Shouldn't Overlook

There's an opportunity you may be able to take advantage of.
AOL

I Asked ChatGPT If Roth Conversions Are Still Worth It in 2026 — Here’s What It Said

One of the most commonly asked questions among investors is whether or not they should convert to a Roth IRA, and if so, when. AI assistant ChatGPT boils the answer down to a simple truth: a Roth ...
Forbes

Four Reasons Not To Spread Out Roth Conversions Over Many Years

When it comes to Roth conversions, traditional advice is to convert traditional IRAs to a Roth IRA over a period of years to stay within current tax brackets. The theory is that doing so will reduce ...

The Roth Conversion Loophole High Earners Keep Overlooking: What To Know

High earners aren’t locked out of Roth IRAs. Here’s the conversion strategy that bypasses income limits entirely in 2026.