The steps to figure out whether you should convert money from a traditional IRA to a Roth in 2026 and how much are fairly ...

Although everyone is different from a tax bracket standpoint, at what tax bracket does it makes sense to start converting your 401(k) into a Roth 401(k) and pay the taxes upfront? For instance, I am ...

A CFP explains how to convert a $1.6M 401(k) to a Roth IRA without triggering high taxes, plus tips on timing, tax brackets, ...

Too rich for a Roth IRA? If your company offers a Roth 401(k), you can convert your traditional 401(k) to pay lower taxes in retirement.

You're right about everyone's tax situation being different. That's why we can't draw a line at a specific tax bracket and say, "Here's the point where Roth conversions make sense!" However, we can ...

Younger workers prefer Roth 401(k)s, opting to pay taxes today while in a lower tax bracket, versus later in life, and ...