If you have an individual retirement account (IRA), you might have considered converting it into a Roth account at some point. But you might not know the best time to do a conversion, or even if doing ...

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Information provided on Forbes Advisor is for educational purposes only. Your financial situation is unique and the products and services we review may not be right for your circumstances. We do not ...

Information provided on Forbes Advisor is for educational purposes only. Your financial situation is unique and the products and services we review may not be right for your circumstances. We do not ...

Converting a Traditional IRA to a Roth isn’t complicated once you’re clear on the taxes you’ll owe, but for anyone 60 or older, the upfront tax hit (and the bigger RMDs you’re trying to avoid) can ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Eric's career includes extensive work in both public and corporate accounting with ...