Conversion parity price is the effective price an investor paid for the opportunity to convert from a company's bond into shares of stock. This price is important to the investor because until the ...

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

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 ...

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 answer may depend on how you go about it. A Roth conversion can provide ...

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 ...

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 ...

This article is about the pros and cons of Roth conversions for different age groups.

PHOENIX — Reaching your retirement goals is possible despite the bipolar nature of today’s economy, and Roth conversion can be a major factor in securing that reality. This form of asset consolidation ...

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 ...