Is it wise to start converting my 401(k) into an IRA (and then Roth) by 10% per year in order to avoid having to claim too ...

Late-in-life Roth conversions can take some tricky math. As you approach retirement, one of the most important questions will ...

Saving for retirement is important. Depending on how much you earn and what percentage of it you put way, the amount of digits in your IRA or Roth IRA can vary greatly. And every time there’s a ...

Converting 401(k) savings to a Roth IRA can free you from having to take mandatory withdrawals at age 73 and beyond. Because Roth withdrawals are tax-free, any voluntary withdrawals you take won't be ...

Transferring some of your retirement savings from a tax-deferred account like a 401(k) to a Roth IRA can help you reduce or possibly avoid required minimum distributions (RMDs) and income taxes later ...

Welcome to NerdWallet’s SmartMoney podcast, where we answer your real-world money questions — in 15 minutes or less. A Roth conversion is when you transfer money from a regular retirement account, ...

'I know all about taxes, Medicare, growth rate, inflation, Roth conversions, etc.' "My question is how much should I convert in my 401(k) every year prior to turning 73 when required minimum ...

I’m 72 years old and have my IRA in stock. I start required minimum distributions next year so I want to convert to a Roth IRA. How much should I convert? Should I do it all at once or should I do it ...

Recently, I received a host of questions about Roth conversions. So instead of answering one question, I’m going to tackle several today. Q. Dan, what can I do if I converted more than I should have?