SmartAsset on MSN1d
At 65 With $850k in an IRA, Should I Convert to a Roth to Avoid RMDs?
Required minimum distributions (RMDs) from pre-tax retirement accounts can have a number of unintended consequences. These ...
SmartAsset on MSN2d
I'm 55 With $900k in an IRA. Is Converting $100k a Year to a Roth a Smart Move?
At age 55 with $900,000 in a traditional individual retirement account (IRA), converting $100,000 per year to a Roth IRA ...
Ed Slott: Confronting RMD Confusion for Inherited IRAs
The tax and retirement planning expert shares what you need to know about the 10-year rule for inherited IRAs, which kicks in ...
Four Roth IRA Pitfalls Your Adviser May Not Tell You About
Roth IRAs, on the other hand, do not offer a tax break on contributions. Instead, they offer tax-free gains and withdrawals, ...
KSL4d
Do Roth conversions still make sense today?
CNBC reported last year that Roth conversions were up 46% year-over-year. Google Trends data shows interest in Roth ...
Guaranteed Retirement Income: Combining Annuities with Your IRA Strategy
Explore the benefits of using annuities within traditional and Roth IRAs to generate guLearn about tax-free Roth annuities, QLACs for RMD deferral and how these strategies can enhance your retirement ...
MarketWatch6d
‘I’ve opened a hornet’s nest’: My mother-in-law lists my husband as beneficiary on her $1 million IRA. But her will does not. Which wins?
She has a traditional IRA worth $1 million left to her by her ... for her daughter so she can avail of federal benefits. There are rules, says Moertl, Wilkins & Campbell, a law firm based in ...