I’m 65 and Just Did a Roth IRA Conversion to Avoid RMDs. Does the 5-year Rule Apply to Me?
Imagine you’re 65 and you’ve just completed a Roth conversion in a low-tax year before retirement to avoid future required …
Imagine you’re 65 and you’ve just completed a Roth conversion in a low-tax year before retirement to avoid future required …
When it comes to retirement planning and taxes, there are often two ways to look at a question: first, can …
Converting a traditional IRA to a Roth IRA can help you minimize taxes in retirement. But executing the conversion strategically …
Financial advisor and columnist Michele Cagan I am 48 years old. I made $310,000 last year and currently have $546,000 …
A 62-year-old man is considering the possibility of converting his $1.5 million IRA to a Roth account. A 62-year-old with …
There is no age limit for Roth IRA conversions. There is no age limit for Roth conversions, so you can …