IRA Conversion to Roth: Rules to Convert an IRA or 401(k) to a Roth IRA

A n IRA conversion to Roth is a popular pre-retirement or early retirement move. Roth IRAs offer several benefits that traditional retirement plans don’t. Not only are investment gains in a Roth IRA ...
SmartAsset on MSN

Should I Convert 20% of My IRA to a Roth Each Year to Reduce Taxes and RMDs?

Transferring funds from a pre-tax retirement account such as an IRA to an after-tax Roth IRA is a move many retirement savers ...
AOL

Roth IRA rules you should know during tax season — and all year long

Investing in a Roth IRA can be a smart way to save for retirement, but enjoying the tax benefits of a Roth generally takes some patience. That’s because you fund these accounts with after-tax ...
The Motley Fool

Everything You Ever Wanted to Know About the Roth IRA 5-Year Rules

There are two 5-year rules: One for contributions and the other for conversions. A subset of rules exists, based on your age. It’s important to know which qualified expenses allow you to withdraw ...