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 …
Roth IRAs
Suze Orman Says You Should Put “every Single Penny” Into a Roth Retirement Account—if Not, You’re Making a Mistake
Suze Orman, a well-known financial advisor and author, is a strong proponent of Roth retirement accounts, including Roth 401(k)s and …
I’m Almost 60 and Have $1 Million in My IRA. Should I Switch to Roth Contributions?
A 60-year-old man is considering whether to contribute to a Roth IRA instead of a traditional IRA. Should you switch …
How to Invest in Your Roth IRA
A couple meets with a financial advisor to discuss investment options for their Roth IRA. A Roth IRA is an …
Ask an Advisor: We’re in Our Mid-50s and Have $2 Million in Our 401(k)s. Should We Switch to Roth Contributions?
Ask an Advisor: We’re in our mid-50s and have $2 million in our 401(k)s. Should we switch to Roth contributions? …