Should I Do a Roth Conversion Before Required Minimum Distributions Begin?
Should you do a Roth conversion before RMDs begin? Learn how conversions may affect future required distributions, taxes, Medicare, retirement income, and your heirs.
Can a Roth Conversion Help Reduce Future RMDs?
Can a Roth conversion reduce future RMDs? Learn how converting part of a traditional IRA may affect required distributions, taxes, Medicare, and retirement planning.
Roth Conversion vs. Leaving Your 401(k) Alone: How to Compare the Math
Should you convert your 401(k) money to Roth or leave it alone? Learn how to compare taxes, RMDs, retirement income, Medicare, legacy, and the cost of converting.
Roth Conversion on a $500,000 IRA: What Should You Consider?
Have $500,000 in a traditional IRA? See what to consider before a Roth conversion, including taxes, timing, RMDs, Medicare, partial conversions, and retirement income.
I Have $1 Million in My IRA. How Much Is Actually Mine After Taxes?
You have $1 million in your IRA, but how much is actually yours to spend? See how taxes, RMDs, Roth conversions, and retirement income planning can change the answer.
Should I Convert My IRA to a Roth IRA Before I Retire?
Should you convert your IRA to a Roth before retirement? Learn when a Roth conversion may make sense, when it may not, and why the years around retirement can matter.
Roth Conversion at Age 60: Does It Still Make Sense?
Is age 60 too late for a Roth conversion? See why the years around retirement may create an important planning window for people with $500,000+ in IRAs and 401(k)s.