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ISHARES LIFEPATH TARGET DATE 2045 ETF

40.39

+0.18000.45%

Volume:16.43K

Turnover:662.75K

Market Cap:107.44M

PE:- -

High:40.41

Open:40.24

Low:40.22

Close:40.21

52wk High:41.23

52wk Low:34.81

Shares:2.66M

Float Shares:2.66M

Volume Ratio:0.88

T/O Rate:0.62%

Dividend:0.67

Dividend Rate:1.67%

ROE:--

ROA:--

PB:--

PE(LYR):- -

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Overview Company News Filings

We're in Our 60s. We Earn $345,000 and Have $1 Million in 403(b)s. is it Too Late for Roth Conversions?

Pensions were on the Brink of Extinction. Now Companies are Bringing Them Back.

We're in Our 60s. We Earn $345,000 and Have $1 Million in 403(b)s. is it Too Late for Roth Conversions?

There's a New Record Number of 401(k) Millionaires as Retirement Savings Hold at All-Time Highs

We're in Our 60s. We Earn $345,000 and Have $1 Million in 403(b)s. is it Too Late for Roth Conversions?

I'm 68. Should I Spend Half My 401(k) to Buy a Home with a Mortgage?

Think You Maxed Out Your 401(k)? the Real Limit is Actually Almost $50,000 Higher.

We're in Our 60s. We Earn $345,000 and Have $1 Million in 403(b)s. is it Too Late for Roth Conversions?

We're in Our 60s. We Earn $345,000 and Have $1 Million in 403(b)s. is it Too Late for Roth Conversions?

I'm 68. Should I Spend Half My 401(k) to Buy a Home with a Mortgage?

Think You Maxed Out Your 401(k)? the Real Limit is Actually Almost $50,000 Higher.

Kavango Issues New Shares to Pension Funds, Expands VFEX Presence

We're in Our 60s. We Earn $345,000 and Have $1 Million in 403(b)s. is it Too Late for Roth Conversions?

There's a New Record Number of 401(k) Millionaires as Retirement Savings Hold at All-Time Highs

Unusual August Session of Japan's Pension Fund Sparks Speculation Over Asset Mix Review

There's a New Record Number of 401(k) Millionaires as Retirement Savings Hold at All-Time Highs

We're in Our 60s. We Earn $345,000 and Have $1 Million in 403(b)s. is it Too Late for Roth Conversions?

We're in Our 60s. My Wife and I Have $345,000 in Annual Pensions and $1 Million in 403(b)s. is it Too Late for Roth Conversions?

Why I Ditched My SEP IRA: a Freelancer's Guide to Maximizing Retirement Savings

We're in Our 60s. My Wife and I Have $345,000 in Annual Pensions and $1 Million in 403(b)s. is it Too Late for Roth Conversions?

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The Moneyist regrets he cannot reply to questions individually.At this point in your life - even taking your children's inheritance into account - it may be more trouble than it's worth.Dear Roth,It's a calculation that should be made with a CFP, but my gut tells me that the window for Roth conversions has narrowed, meaning very piecemeal conversions.An aggressive conversion strategy probably isn","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ITDE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665367037","title":"Pensions were on the Brink of Extinction. 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The Moneyist regrets he cannot reply to questions individually.At this point in your life - even taking your children's inheritance into account - it may be more trouble than it's worth.Dear Roth,It's a calculation that should be made with a CFP, but my gut tells me that the window for Roth conversions has narrowed, meaning very piecemeal conversions.An aggressive conversion strategy probably isn","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ITDE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665136302","title":"There's a New Record Number of 401(k) Millionaires as Retirement Savings Hold at All-Time Highs","url":"https://stock-news.laohu8.com/highlight/detail?id=2665136302","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665136302?lang=en_us&edition=fundamental","pubTime":"2026-09-06 01:01","pubTimestamp":1788627660,"startTime":"0","endTime":"0","summary":"Loans and hardship withdrawals inch higherRetirement savers focused on the long term even as near-term economic pressures remain, Fidelity said.Retirement savings hovered at record highs in the second","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ITDH","ITDE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665744363","title":"We're in Our 60s. 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The Moneyist regrets he cannot reply to questions individually.At this point in your life - even taking your children's inheritance into account - it may be more trouble than it's worth.Dear Roth,It's a calculation that should be made with a CFP, but my gut tells me that the window for Roth conversions has narrowed, meaning very piecemeal conversions.An aggressive conversion strategy probably isn","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ITDE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665359969","title":"I'm 68. 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Should I purchase a $635,000 home with half of my 401 funds and hold a mortgage for the other half of the total amount?Widowed Home BuyerDear Widowed Home Buyer,I'm wary of you using half of your 401 balance to buy a house, even if you are receiving Social Security survivor benefits and will get a potentially higher monthly payment when you claim your own retirement benefit in about two years.Your letter doesn't give many specifics, such as what other savings or investments you may have or what your spending is like compared with your income, but let's focus on the one piece of information you did share: the plan to use more than $300,000 - or half of your 401 balance - to purchase a home. That would leave you with roughly $300,000 to draw on over your lifetime. ","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CLR.SI","SRT.SI","BK4195","JJJ.SI","BK4211","ITDH","SRU.SI","CFA.SI","HBCP","ITDE","GLS.SI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665535965","title":"Think You Maxed Out Your 401(k)? the Real Limit is Actually Almost $50,000 Higher.","url":"https://stock-news.laohu8.com/highlight/detail?id=2665535965","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665535965?lang=en_us&edition=fundamental","pubTime":"2026-09-05 03:50","pubTimestamp":1788551400,"startTime":"0","endTime":"0","summary":"You can unlock greater retirement wealth by reading this document that nearly everyone ignoresYou may be able to save more in your 401(k) than you think.If you're 55 years old and you put $32,500 into","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0347712357.USD","LU2413666426.HKD","IE00BN0W2T93.GBP","IE00BN0W2W23.USD","LU1721429402.USD","BK4121","LU2089279066.USD","BK4585","BK4588","LU2041044095.USD","LU2229751404.USD","A","IE00BN0W2V16.EUR","ITDH","LU1721428933.USD","LU2092937221.SGD","LU1165135440.EUR","ITDE","BK4567","LU2413666699.HKD","LU1543694498.USD","LU1721429741.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665560333","title":"We're in Our 60s. 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The Moneyist regrets he cannot reply to questions individually.At this point in your life - even taking your children's inheritance into account - it may be more trouble than it's worth.Dear Roth,It's a calculation that should be made with a CFP, but my gut tells me that the window for Roth conversions has narrowed, meaning very piecemeal conversions.An aggressive conversion strategy probably isn","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ITDE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664281331","title":"We're in Our 60s. 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The Moneyist regrets he cannot reply to questions individually.At this point in your life - even taking your children's inheritance into account - it may be more trouble than it's worth.Dear Roth,It's a calculation that should be made with a CFP, but my gut tells me that the window for Roth conversions has narrowed, meaning very piecemeal conversions.An aggressive conversion strategy probably isn","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ITDE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664805308","title":"I'm 68. Should I Spend Half My 401(k) to Buy a Home with a Mortgage?","url":"https://stock-news.laohu8.com/highlight/detail?id=2664805308","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664805308?lang=en_us&edition=fundamental","pubTime":"2026-09-04 00:44","pubTimestamp":1788453840,"startTime":"0","endTime":"0","summary":"There's a long checklist when deciding where to live, especially in your retirement yearsDear Help Me Retire,I'm 68 and collecting my deceased husband's Social Security benefits. I intend to file for my own benefits at age 70. Should I purchase a $635,000 home with half of my 401 funds and hold a mortgage for the other half of the total amount?Widowed Home BuyerDear Widowed Home Buyer,I'm wary of you using half of your 401 balance to buy a house, even if you are receiving Social Security survivor benefits and will get a potentially higher monthly payment when you claim your own retirement benefit in about two years.Your letter doesn't give many specifics, such as what other savings or investments you may have or what your spending is like compared with your income, but let's focus on the one piece of information you did share: the plan to use more than $300,000 - or half of your 401 balance - to purchase a home. That would leave you with roughly $300,000 to draw on over your lifetime. ","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CLR.SI","HBCP","ITDH","JJJ.SI","BK4211","ITDE","BK4195","SRU.SI","GLS.SI","CFA.SI","SRT.SI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664050870","title":"Think You Maxed Out Your 401(k)? the Real Limit is Actually Almost $50,000 Higher.","url":"https://stock-news.laohu8.com/highlight/detail?id=2664050870","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664050870?lang=en_us&edition=fundamental","pubTime":"2026-09-03 22:30","pubTimestamp":1788445800,"startTime":"0","endTime":"0","summary":"You can unlock greater retirement wealth by reading this document that nearly everyone ignoresYou may be able to save more in your 401(k) than you think.If you're 55 years old and you put $32,500 into","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2229751404.USD","LU2092937221.SGD","LU2413666699.HKD","BK4585","LU2089279066.USD","IE00BN0W2T93.GBP","LU2041044095.USD","LU1543694498.USD","LU1165135440.EUR","ITDE","LU0347712357.USD","ITDH","BK4588","IE00BN0W2W23.USD","LU2413666426.HKD","IE00BN0W2V16.EUR","LU1721429741.USD","BK4121","BK4567","LU1721428933.USD","A","LU1721429402.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664870471","title":"Kavango Issues New Shares to Pension Funds, Expands VFEX Presence","url":"https://stock-news.laohu8.com/highlight/detail?id=2664870471","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664870471?lang=en_us&edition=fundamental","pubTime":"2026-09-03 22:07","pubTimestamp":1788444446,"startTime":"0","endTime":"0","summary":"Kavango Resources ( ($GB:KAV) ) has provided an update. Kavango Resources will issue 1,984,152 new ordinary shares at £0.01 each to six pension fun...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/company-announcements/kavango-issues-new-shares-to-pension-funds-expands-vfex-presence?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/company-announcements/kavango-issues-new-shares-to-pension-funds-expands-vfex-presence?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["ITDE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664720058","title":"We're in Our 60s. We Earn $345,000 and Have $1 Million in 403(b)s. is it Too Late for Roth Conversions?","url":"https://stock-news.laohu8.com/highlight/detail?id=2664720058","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664720058?lang=en_us&edition=fundamental","pubTime":"2026-09-03 21:15","pubTimestamp":1788441300,"startTime":"0","endTime":"0","summary":"I'm particularly interested in understanding the trade-off between paying taxes today at what may already be a relatively high marginal rate vs. potentially paying higher taxes later.There is also an estate-planning consideration: Roth assets would provide our children with tax-free distributions, whereas traditional retirement accounts could create a tax burden.In other words, when a couple already has more than $345,000 a year of lifetime pension income, is a Roth conversion still worth pursuing?You can email The Moneyist with any financial and ethical questions at qfottrell@marketwatch.com. The Moneyist regrets he cannot reply to questions individually.At this point in your life - even taking your children's inheritance into account - it may be more trouble than it's worth.Dear Roth,It's a calculation that should be made with a CFP, but my gut tells me that the window for Roth conversions has narrowed, meaning very piecemeal conversions.An aggressive conversion strategy probably isn","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ITDE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664879031","title":"There's a New Record Number of 401(k) Millionaires as Retirement Savings Hold at All-Time Highs","url":"https://stock-news.laohu8.com/highlight/detail?id=2664879031","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664879031?lang=en_us&edition=fundamental","pubTime":"2026-09-03 19:39","pubTimestamp":1788435540,"startTime":"0","endTime":"0","summary":"Loans and hardship withdrawals inch higherRetirement savers focused on the long term even as near-term economic pressures remain, Fidelity said.Retirement savings hovered at record highs in the second","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ITDH","ITDE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1130837083","title":"Unusual August Session of Japan's Pension Fund Sparks Speculation Over Asset Mix Review","url":"https://stock-news.laohu8.com/highlight/detail?id=1130837083","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1130837083?lang=en_us&edition=fundamental","pubTime":"2026-09-03 12:50","pubTimestamp":1788411042,"startTime":"0","endTime":"0","summary":"Japan's Government Pension Investment Fund (GPIF) has triggered market speculation about a potential upward revision to its domestic bond allocation targets after confirming an August meeting of its...","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AVRY","TACK","ITDI","ITDC","HFGM","GLDB","RSSB","TOAO","ENDW","EAOR","ITDH","ITDE","SPQ","FITZ","LQ","EAOA","DUKX","ITDG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664825742","title":"There's a New Record Number of 401(k) Millionaires as Retirement Savings Hold at All-Time Highs","url":"https://stock-news.laohu8.com/highlight/detail?id=2664825742","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664825742?lang=en_us&edition=fundamental","pubTime":"2026-09-03 12:01","pubTimestamp":1788408060,"startTime":"0","endTime":"0","summary":"Loans and hardship withdrawals inch higherRetirement savers focused on the long term even as near-term economic pressures remain, Fidelity said.Retirement savings hovered at record highs in the second","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ITDH","ITDE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664844598","title":"We're in Our 60s. We Earn $345,000 and Have $1 Million in 403(b)s. is it Too Late for Roth Conversions?","url":"https://stock-news.laohu8.com/highlight/detail?id=2664844598","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664844598?lang=en_us&edition=fundamental","pubTime":"2026-09-03 05:46","pubTimestamp":1788385560,"startTime":"0","endTime":"0","summary":"I'm particularly interested in understanding the trade-off between paying taxes today at what may already be a relatively high marginal rate vs. potentially paying higher taxes later.There is also an estate-planning consideration: Roth assets would provide our children with tax-free distributions, whereas traditional retirement accounts could create a tax burden.In other words, when a couple already has more than $345,000 a year of lifetime pension income, is a Roth conversion still worth pursuing?You can email The Moneyist with any financial and ethical questions at qfottrell@marketwatch.com. The Moneyist regrets he cannot reply to questions individually.At this point in your life - even taking your children's inheritance into account - it may be more trouble than it's worth.Dear Roth,It's a calculation that should be made with a CFP, but my gut tells me that the window for Roth conversions has narrowed, meaning very piecemeal conversions.An aggressive conversion strategy probably isn","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ITDE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664487468","title":"We're in Our 60s. My Wife and I Have $345,000 in Annual Pensions and $1 Million in 403(b)s. is it Too Late for Roth Conversions?","url":"https://stock-news.laohu8.com/highlight/detail?id=2664487468","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664487468?lang=en_us&edition=fundamental","pubTime":"2026-09-03 00:15","pubTimestamp":1788365700,"startTime":"0","endTime":"0","summary":"I'm particularly interested in understanding the trade-off between paying taxes today at what may already be a relatively high marginal rate vs. potentially paying higher taxes later.There is also an estate-planning consideration: Roth assets would provide our children with tax-free distributions, whereas traditional retirement accounts could create a tax burden.In other words, when a couple already has more than $345,000 a year of lifetime pension income, is a Roth conversion still worth pursuing?You can email The Moneyist with any financial and ethical questions at qfottrell@marketwatch.com. The Moneyist regrets he cannot reply to questions individually.At this point in your life - even taking your children's inheritance into account - it may be more trouble than it's worth.Dear Roth,It's a calculation that should be made with a CFP, but my gut tells me that the window for Roth conversions has narrowed, meaning very piecemeal conversions.An aggressive conversion strategy probably isn","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ITDE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664181042","title":"Why I Ditched My SEP IRA: a Freelancer's Guide to Maximizing Retirement Savings","url":"https://stock-news.laohu8.com/highlight/detail?id=2664181042","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664181042?lang=en_us&edition=fundamental","pubTime":"2026-09-02 23:01","pubTimestamp":1788361260,"startTime":"0","endTime":"0","summary":"I started by asking ChatGPT Plus.Its answer was straightforward: Don't abandon the solo 401 merely to avoid filing Form 5500-EZ. One annual filing may be a reasonable price to pay for the plan's greater flexibility.The SEP IRA vs. the solo 401The solo 401's biggest advantage may be its contribution structure. A business owner can contribute as both employee and employer.In 2026, the employee elective-deferral limit is $24,500. Someone age 50 or older may contribute an additional $8,000. Total employee and employer contributions, excluding catch-up contributions, may reach $72,000.That means someone age 50 or older could potentially contribute as much as $80,000, assuming sufficient eligible compensation and a plan that permits catch-up contributions. A SEP IRA also has a $72,000 contribution limit for 2026, but reaching it requires significantly more income. A sole proprietor can generally contribute about 20% of adjusted net earnings, with no employee deferral or age 50 catch-up contr","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ITDH","ITDE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664812836","title":"We're in Our 60s. My Wife and I Have $345,000 in Annual Pensions and $1 Million in 403(b)s. is it Too Late for Roth Conversions?","url":"https://stock-news.laohu8.com/highlight/detail?id=2664812836","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664812836?lang=en_us&edition=fundamental","pubTime":"2026-09-02 21:15","pubTimestamp":1788354900,"startTime":"0","endTime":"0","summary":"I'm particularly interested in understanding the trade-off between paying taxes today at what may already be a relatively high marginal rate vs. potentially paying higher taxes later.There is also an estate-planning consideration: Roth assets would provide our children with tax-free distributions, whereas traditional retirement accounts could create a tax burden.In other words, when a couple already has more than $345,000 a year of lifetime pension income, is a Roth conversion still worth pursuing?You can email The Moneyist with any financial and ethical questions at qfottrell@marketwatch.com. The Moneyist regrets he cannot reply to questions individually.At this point in your life - even taking your children's inheritance into account - it may be more trouble than it's worth.Dear Roth,It's a calculation that should be made with a CFP, but my gut tells me that the window for Roth conversions has narrowed, meaning very piecemeal conversions.An aggressive conversion strategy probably isn","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ITDE"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":9,"pageCount":3,"totalSize":163,"code":"91000000","status":"200"}]}}