News

Rolling Over Your Roth 401(k)? Here are 4 Must-Know Moves
While rolling over a traditional 401(k) account has its quirks, rolling over a Roth 401(k) comes with a unique set of rules.
What Is an Average Roth IRA Return in 2025?
Understanding the allocations in your Roth IRA can help manage volatility and set realistic expectations for long-term ...
SmartAsset on MSN1d
With $815k in My 401(k) at 69, Is a Roth Conversion Still an Option?
From a legal and regulatory standpoint, it is never too late for a Roth conversion. Under the rules, you can transfer ...
SmartAsset on MSN4d
Should I Convert 15% of My 401(k) Each Year to a Roth to Cut Taxes and RMDs?
Converting retirement funds from a 401(k) into a Roth IRA offers the opportunity for tax-free growth and tax-free withdrawals ...
Suze Orman: Why You Should Transfer Your 401(k) Or 403(b) Into A Roth IRA When You Leave A Job
When you leave a job, what happens to your retirement savings? If you have a 401(k) or 403(b), personal finance expert Suze ...