SmartAsset on MSN

Ask an advisor: I'm confused about the 5-year rule for Roth conversions. Does it apply to me?

According to an article by Brandon Renfro, there are three 5-year rules for Roth IRAs, but he talks about the first two as they apply to the reader's question. He explains the 5-year rule for Roth ...
The Morning Journal

Roth IRA conversion is worth considering | Paul Pahoresky

When you reach retirement age, financial decisions become even more important as you are no longer generating income from working. Every choice you make about your money has a direct impact on your ...

Here are 5 critical reasons not to convert to a Roth IRA in 2026. It can do more harm than good without you even knowing it

Think you're a savvy retirement planner? Here’s what you may be forgetting.
Tennessean

Business Q&A: Let's have a conversation about Roth conversions

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax rate at distribution. Tax-free growth in a Roth IRA is a significant ...