Roth conversions should never be done on a whim — they're a product of careful timing and long-term tax considerations. So how can you tell whether to go ahead?

FORT MYERS, FL, UNITED STATES, June 18, 2025 /EINPresswire.com/ -- OnPointe Software is revolutionizing Roth conversions with the launch of its Roth IRA Conversion ...

Roth conversions are one of the most powerful financial planning tools available. While they’re not right for everyone, for many investors, a Roth conversion can unlock huge tax savings. There are ...

We don't always make the retirement investment decisions we should, and many times, there's no way to change the past—all we can do is try to do better going forward. But if you've been saving money ...

If retirement is in the near future for you, you are probably strategizing your savings and retirement accounts to be ready for drawing them down. Check Out: Cutting Expenses for Retirement? Here’s ...

Recently, I received a host of questions about Roth conversions. So instead of answering one question, I’m going to tackle several today. Q. Dan, what can I do if I converted more than I should have?

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 ...

If retirement is in the near future for you, you are probably strategizing your savings and retirement accounts to be ready for drawing them down. Some people opt to do a Roth conversion, moving funds ...