This says that you must wait until the converted funds have been in your Roth IRA for at least five years before you can ...

Converting a large sum like $865,000 to a Roth IRA is a strategic move for long-term tax benefits – including tax-free ...

You can then request a direct rollover from your old employer's plan so the funds go straight into your IRA, which keeps your savings tax-deferred and avoids penalties. You can also do an indirect ...

Explore the ins and outs of a 403(b) annuity rollover to an IRA, including its benefits, eligibility, tax implications, and ...

Time flies— and never so quickly as we approach the annual deadline for taking required minimum distributions from ...

I’m thinking of transferring the money to her Roth IRA, which was established when she was a teenager.” (Photo subjects are ...

Plan sponsors of prototype Roth IRAs interested in taking rollovers from 402A Roth Accounts first have to change their IRA documents to be allowed to do so. That was a key outcome contained in final ...

A required minimum distribution (RMD) is the government's way of ensuring you'll pay taxes on money you once contributed to a retirement account tax-free. Even if someone else calculates your RMD for ...

The primary obstacles to consistent retirement saving include the absence of automatic portability. The lack of a universal portability process is especially obnoxious because it undermines the ...