Discover the intricacies of rolling over a traditional IRA to a Roth IRA, from when to rollover and tax implications to ...

I’m interested in converting a traditional IRA into a Roth IRA and want to know if taxes are due at time of the rollover.

Michele Pevide / Getty Images Converting your traditional individual retirement account (IRA) to a Roth IRA is a strategic financial move that could lead to long-term tax savings. A Roth IRA ...

I have an after-tax 401(k) that I would like to roll over to a Roth IRA with Schwab. Experts at Schwab say it can be rolled ...

Like rollovers from traditional accounts under employer ... He later decided to roll over $200,000 to his Roth IRA. The $200,000 will come from the earnings. This would be nontaxable due to ...

Below, we discuss nine important factors to keep in mind when deciding to do a Roth conversion. When you convert a traditional IRA to a Roth IRA, you will have to pay income tax on the conversion ...

When you convert funds from a traditional IRA or 401(k) to a Roth IRA, you’re essentially converting pre-tax dollars to after-tax dollars. This conversion triggers a taxable event, meaning you ...

Rolling over a Roth 401(k) to a Roth IRA preserves tax-free withdrawals and provides more investment options. Contact your plan administrator for a trustee-to-trustee transfer to avoid tax issues ...

529 plan beneficiaries can roll over up to $35,000 to a Roth IRA over their lifetime. Rollovers are subject to Roth IRA annual contribution limits. The 529 account must be more than 15 years old.

Planning for retirement can feel overwhelming. There are so many acronyms, rules and options floating around that it’s ...