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While rolling over a traditional 401(k) account has its quirks, rolling over a Roth 401(k) comes with a unique set of rules.

Discover the key factors to consider when deciding between a traditional IRA and a Roth IRA conversion. Explore how your ...

Thinking of converting a traditional IRA to a Roth IRA? The Kiplinger Tax Letter Editor highlights nine factors you should ...

When you leave a job, what happens to your retirement savings? If you have a 401(k) or 403(b), personal finance expert Suze ...

One of the big keys to ensuring you're saving enough is setting a specific numeric goal, and then mathematically working your ...

Among the investment strategies that those living in the FIRE world pursue, IRAs are a popular option. Thanks to their ...

The government needs to raise money to expand and extend the Trump 2017 tax cuts, and there's a way to do it without raising ...

My wife is currently working and has a traditional IRA with approximately $350,000 to $400,000. She is almost 65 but not ...

For a Roth conversion, he wants to move investments at a low that has the best chance for big appreciation. For a regular withdrawal, like for an RMD, he wants to use a short-term bond or other asset ...

However, the earnings and current-year conversions will be taxed if they are part of a non-qualified distribution. Let’s say you have a Roth IRA with a $125,000 balance: $50,000 in contributions ...

Here's something that often flies under the radar during downturns: Roth IRA conversions. When your investments drop, that means you’ll pay less tax if you decide to convert a traditional IRA to a ...