Financial planner Dan Moisand tackles readers' questions about Roth conversions, from the whats to the whens and more.

Including a Roth IRA in your estate plan has clear tax advantages, which can be passed along to your heirs for years to come.

When would a Roth IRA be a better choice than using a 529 account? Here’s what you need to know to make that decision. A 529 account is a special type of savings plan designed to help pay for ...

Since distributions will be required upon Mortimer’s death (although only the Roth account would enjoy tax free distributions and carry a different rule), the traditional IRA and the annuity IRA will ...

Staggering your Roth conversions can save a lot of money. Under the right circumstances, a Roth IRA can be the best ...

If you're expecting to move up to a higher tax bracket in future years, it might make sense to convert your traditional IRA to a Roth. Peter is a writer and editor for the CNET How-To team.

Retirement might seem like a lifetime away, but now is the time to start saving. There are several different types of ...

The Roth IRA — a popular retirement account — is similar to a traditional IRA in that you can regularly contribute to the account and watch your investments grow so you have a nest egg to tap ...

Eligible Fidelity brokerage or retirement accounts can also be converted to an account to access automatic withdrawals and deposits. Fidelity Roth IRAs invest in a blend of Fidelity Flex mutual ...

Introduction to Roth IRAs "Roth IRAs are a type of individual retirement account in which you pay taxes now rather than later," says Hannah Whatley, CFP and financial advisor at Rather & Kittrell ...

Jacqueline DeMarco is a writer who specializes in financial topics. Her first job out of college was in the financial industry and it was there she gained a passion for helping others understand ...

A Roth conversion transfers money from your tax-deferred account -401(k) or traditional IRA - into a Roth IRA ... by then-all in constant dollars. The chart below details what he found: Live ...