If you have just inherited a Roth IRA from your parent, spouse, or non-spouse, here are the rules for taxes and beneficiaries you need to know.
Roth IRAs allow for tax-free withdrawals in retirement. The only investments you can make in a 401(k) are those your plan provides, which can be limiting. Roth IRAs have early withdrawal exceptions ...
Hosted on MSN
I'm 65, collecting Social Security and have $830K in a 401(k). Can I still do a Roth conversion?
There is no age limit on Roth conversions, so you can transfer pre-tax savings into a Roth IRA regardless of your age or retirement status. As long as you have qualifying funds in a pre-tax portfolio, ...
Hosted on MSN
Ask an advisor: I'm confused about the 5-year rule for Roth conversions. Does it apply to me?
According to an article by Brandon Renfro, there are three 5-year rules for Roth IRAs, but he talks about the first two as they apply to the reader's question. He explains the 5-year rule for Roth ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results