Ptak: Wanted to switch gears and talk about IRA conversions. We’ve also been hearing more about converting traditional IRA balances to Roth in this year’s down market. Before we get into why this ...

You have to weigh the pros and cons of converting early in the year versus waiting until year-end.

If you think retirement planning moves stop at retirement, think again. For high earners, converting an IRA to a Roth IRA while you're still working could be the worst time of all. Although it won't ...

The key benefits of converting a traditional IRA or 401(k) to Roth are tax-free growth and there's also flexibility in terms of being able to access, whether it's contributions or converted dollars, ...