If you must take RMDs from a retirement account with a balance of $500,000 or more, consider a Roth conversion or these other strategies to lessen the financial shock.

Many Americans are heavily reliant — even solely reliant — on their Social Security benefit to get by in retirement. More ...

I have a pension liquidating sometime around September 2025. I have an account from another employer in a 457 plan. I’ve ...

"Publication 590-A (2024), Contributions to Individual Retirement Arrangements (IRAs): Can You Move Amounts Into a Roth IRA?" Internal Revenue Service. "Rollover Chart." Federal Register.

You may not realize that by agreeing to roll over funds (from, say, a 401(k), IRA or similar plan) into a different ... include printed content that, in simple language and easy-to-understand ...

Rolling over a 401(k), IRA or similar plan ... rollover would not trigger any tax liability or penalties. The adviser's recommendations should include printed content that, in simple language ...

I'm 65 with $400K in a traditional IRA. I plan to work into my 70s but I'm worried about taxes — should I convert to a Roth IRA and take the tax hit now while I'm still working? Picture this: you’re ...

Picture this: you’re 65 years old, still working and have around $400,000 saved in a traditional IRA. You’re healthy ... It’s also a smart move if you plan to leave money to heirs, since ...

But Mahadevan has taken a different route to narrate Phule. His narration is sweet and simple, mainly concentrating on the authenticity of that era and the social work that Jyotirao Phule and ...

Like rollovers from traditional accounts under employer plans, rollovers from Roth 401(k)s must include only eligible amounts. Amounts not eligible for rollover include: Hardship withdrawals.

If you've been tucking money away into a traditional IRA, SEP IRA, SIMPLE IRA, or employer-sponsored plan like a 401(k), you'll eventually have to take required minimum distributions (RMDs ...