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 ...
NBC New York

That Roth IRA conversion comes with a tax bill — here's how to pay for it

If you are considering a year-end Roth individual retirement account conversion, you'll need to plan for an upfront tax bill. Still, "it can be hard to bite the tax bullet today and do a Roth ...
Orlando Sentinel

The Savings Game: Five-year rules for Roth IRAs explained

Q. I am confused about the five-year regulations regarding Roth conversions. Can you clarify? A. This is a question I receive frequently. I put the question to Sarah Brenner, an attorney with Ed Slott ...
AOL

I Want to Retire in 4 Years. Should I Convert 25% of My 401(k) to a Roth IRA Until Then to Avoid RMDs and Taxes?

Transferring some of your retirement savings from a tax-deferred account like a 401(k) to a Roth IRA can help you reduce or possibly avoid required minimum distributions (RMDs) and income taxes later ...
Houston Chronicle

Undoing a Roth IRA conversion

If you converted a traditional individual retirement account into a Roth IRA last year only to watch the value of the account fall, you could save taxes by undoing the conversion by Oct. 17. But there ...