Kiplinger

With Taxes on Sale, Consider a Roth Conversion to Make the Most of Lower Rates

Financial professionals have long debated the pros and cons, timing and how-tos of converting a traditional IRA into a Roth IRA.

Is it a good idea for you? Unfortunately, the short answer is, "It depends." The longer answer involves predicting your income and income-tax bracket over many years -- something that isn't easy to do.

3 Questions to Assess Your Own Situation

You'd be wise to tap into the knowledge of your own

You’re reading a preview, subscribe to read more.

More from Kiplinger

Kiplinger5 min read
What You Need to Know About Life Insurance Settlements
Your life insurance monthly premium can start looking less and less appealing once you’ve retired. It’s a scenario Dan Simon, a retirement planning adviser with Daniel A. White & Associates in Middletown, Del., has seen quite often, even with his own
Kiplinger4 min read
This New Sustainable ETF’s Pitch? Give Back Profits.
Feel like society and the environment are beginning to break down? There’s an ETF for that. Newday Impact’s Sustainable Development Goals ETF (SDGS) delivers a growth-oriented product that promotes dual impact, promising to advocate for environmental
Kiplinger12 min read
The Best Travel Rewards Credit Cards
Whether you travel often or just take the occasional vacation, a travel rewards credit card can be an excellent companion. With every purchase, you can use a good travel card to collect points or miles that are redeemable for flights, hotels or other

Related Books & Audiobooks