The Roth Conversion Mistake That Could Cost You Tens of Thousands — and How To Get It Right

A CFP explains how to convert a $1.6M 401(k) to a Roth IRA without triggering high taxes, plus tips on timing, tax brackets, and working with a pro.
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How to convert to a Roth IRA

Converting a traditional individual retirement account to a Roth IRA is a powerful way to reduce taxes in retirement. Essentially, you’re choosing to pay taxes now in exchange for tax-free withdrawals ...

What the new 2026 tax brackets mean for Roth IRA conversions

If you’re in early retirement — or close to it — you don’t want to gloss over the announcement of new tax brackets for 2026 ...
SmartAsset on MSN

Is It Smart to Convert $10k at a Time From My 401(k) to an IRA in Retirement?

I retired in 2022 at 62 years old. I have a $2,900 monthly pension and draw $1,900 per month in Social Security. I have ...
SmartAsset on MSN

Should I Convert 10% Per Year From My $1.7M 401(k) to a Roth IRA at 58?

Transferring retirement savings from a 401(k) or similar tax-deferred account to a Roth IRA can help keep you from having to ...
WFTV

Understanding the backdoor Roth IRA—How it works and why you should consider it

Retirement planning can feel like solving a jigsaw puzzle, especially for high-income households. If you're earning too much to qualify for a Roth IRA directly, you might assume that the Roth IRA's ...