SmartAsset 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 ...
Kiplinger

IRA Conversion to Roth: Rules to Convert an IRA or 401(k) to a Roth IRA

IRA conversion to Roth from traditional accounts If you have a traditional IRA, converting it can be a straightforward process of contacting the financial institution holding the account and ...
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Should I Convert 20% of My IRA to a Roth Each Year to Reduce Taxes and RMDs?

One move that many retirement savers might want to consider is transferring funds from a pre-tax retirement account such as an IRA to an after-tax Roth IRA. A Roth conversion, as the move is called, ...
AOL

Roth IRA rules you should know during tax season — and all year long

Investing in a Roth IRA can be a smart way to save for retirement, but enjoying the tax benefits of a Roth generally takes some patience. That’s because you fund these accounts with after-tax ...

Business Q&A: Let's have a conversation about Roth conversions

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax rate at distribution. Tax-free growth in a Roth IRA is a significant ...