Understand conversions in options trading as a strategy of exchanging assets like bonds or shares at set prices by specific deadlines, enhancing security value.

Let me be honest with you. When it comes to retirement planning in 2025, there's a conversation happening in financial circles that most people are missing. It's about a window of opportunity that, ...

Imagine you’re 65 with $1.2 million in an IRA and a lingering question: should you convert your account into a Roth IRA? The ...

Roth conversions are one of the most powerful financial planning tools available. While they’re not right for everyone, for many investors, a Roth conversion can unlock huge tax savings. There are ...

When you reach retirement age, financial decisions become even more important as you are no longer generating income from working. Every choice you make about your money has a direct impact on your ...

At some point, your client may want to do a Roth conversion: move some or all their money from a traditional 401(k) to a Roth 401(k) plan, or a traditional IRA to a Roth IRA. Roth conversions have tax ...

A key part of retirement planning involves handling your clients’ Individual Retirement Accounts or IRAs. The question of converting from a traditional IRA to a Roth IRA is one that can inevitably ...

As financial advisors, our heroics don’t typically make for riveting dinner conversation, but in our daily duties, we frequently step in and save the day. We wield advanced modeling tools to optimize ...

A conversion allows you to roll funds from a pretax retirement account into a Roth IRA. You will generally owe income taxes on the money you convert. A conversion might make sense if you earn too much ...