Here’s why most US retirees with less than $2,000,000 should avoid Roth conversions. Are the odds against you, too?

Roth conversions may not be right for everyone.

What Business Owners Should Understand About Roth Conversions

Conversions are not right for everyone, so it's important for leaders to consider their risks to find the strategy that's ...
Government Executive

Why Federal Employees May Want to Slow Down Before Doing Roth Conversions in 2026

Roth conversions have become one of the most talked-about strategies in retirement planning. Many headlines suggest ...

Is 2026 the Right Year to Do a Roth Conversion? Here's How to Decide

Here's what you need to know to determine if a Roth IRA conversion this year is the right move. The type of IRA your money is ...
24/7 Wall St.

Clark Howard Is Right: A $200K Earner Should Ditch Roth to Unlock Free College Tuition

A Pennsylvania father earning around $200,000 wrote to Clark Howard with a specific plan: temporarily switch from Roth to traditional retirement contributions during his son’s college years to keep ...