Converting at least some of an old 401(k) to a Roth IRA can offer long-term tax benefits and retirement flexibility, ...

You can convert an IRA to a Roth no matter how old you are. But if the conversion boosts your income, it could have tax consequences.

2. If you inherited the IRA from your spouse and have chosen to treat it as your own (by transferring it into your name), you can then consider a Roth conversion [3]. In this scenario: ...

For one thing, you might have earned too much money ‒ a Roth IRA, unlike a traditional IRA, has income limits. Also, a Roth IRA has only been around since 1998, so, in the previous years, you ...

Discover how converting your traditional IRA to a Roth IRA can provide tax-free withdrawals and no RMDs for you and your heirs. Learn the benefits and timing strategies.