What’s the right time of year to take my RMD?

I usually take my required minimum distribution from my IRA early in the year so I don’t have to worry about it later. The ...
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Can I Move My RMDs Into a Roth IRA?

If you're taking a required minimum distribution from an IRA, 401(k) or other tax-deferred account and don't need the money ...

Turning 73? Here's How to Avoid Required Minimum Distributions Without a Roth Conversion.

But there's a major drawback to having a traditional retirement account. Once you turn 73, you'll be forced to take required ...
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How Can I Roll Over $865k to a Roth IRA Without a Big Tax Hit?

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