SmartAsset on MSN

I'm 65 With $1.2M in an IRA and Social Security. Can I Still Convert to a Roth IRA?

Imagine you’re 65 with $1.2 million in an IRA and a lingering question: should you convert your account into a Roth IRA? The ...
Young and the Invested on MSN

The Roth conversion conundrum: 10 considerations to know if a Roth conversion makes sense for you

A Roth conversion—when you take money from a tax-deferred account, like a traditional 401(k) or IRA, and put it into a Roth ...
NerdWallet

Roth IRA: What it is & how it works

A Roth IRA is an individual retirement account that you fund with after-tax dollars. While you don't get a tax break now, your contributions and investment earnings grow tax-free.
JD Supra

SECURE Act 2.0: IRS Issues Final Regulations on Catch-Up Contributions

The SECURE 2.0 Act of 2022 (“SECURE Act 2.0”) makes many changes impacting retirement plans. Among the most significant are ...

Are You Making These 6 Common Required Minimum Distribution (RMD) Mistakes?

For recent retirees, required minimum distributions (RMDs) become a way of life at age 73 (75 if you were born in 1960 or later). RMDs are the government's way of ensuring it collects taxes on money ...