09 Mar What does the 5-year rule mean for my converted Roth IRA?
If you don't follow the rules, you could face penalties....
12 Jan I’m moving. Which state will tax my Roth IRA conversion?
It's all about timing and your state of residency....
20 Dec Can I take extra from my IRA to pay Roth conversion tax?
There are several ways to pay the tax bill on a conversion....
04 Oct When do I have to pay tax on a Roth conversion?
Financial planners often recommend you pay from a separate account. ...
06 Jul Does it make sense to convert my IRA to a Roth?
Your current and future tax brackets are considerations before you convert. ...
26 Mar Can I pay tax on Roth IRA conversions using other funds?
It's up to you where you take money to pay your tax bill. ...
25 Feb We are in our late 70s. Should we convert our IRAs to a Roth?
There are many advantages to converting a traditional IRA to a Roth. ...
25 Jan Should I convert my IRA to a Roth to qualify for N.J. benefits?
Before you convert to a Roth IRA, make sure you understand the consequences. ...
16 Nov Can I convert this IRA to a Roth to leave tax-free inheritance?
Before you convert an IRA, consider the tax consequences and your cash flow. ...
17 Sep Will this strategy help my Roth IRA conversion be tax-free?
Roth conversions will lead to taxes owed depending on your overall situation. ...