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

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 ...

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.

As a result, you owe taxes on the amount transferred, but you gain future tax-free growth for assets in the Roth IRA if certain conditions are met. It’s not the same as a direct rollover ...

You might think the choice between a Roth and a traditional individual retirement account comes down to taxes. While taxes play a role in this decision, investors shouldn't overlook other ...

Sure, your gains will grow tax-free once you’ve put them in your Roth IRA, but that doesn’t mean the upfront tax bill from the rollover will be easy to manage — especially if your 401(k ...

Can I convert it to a Roth IRA without paying the deferred taxes ... tax liability of a Roth conversion involves spacing out your rollovers over several years. To use this strategy, convert ...

Robo-advisors are going beyond the typical welcome bonus for new account holders — you can now earn a match on your IRA ...

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation.

The Roth IRA — a popular retirement account — is similar to a traditional IRA in that you can regularly contribute to the account and watch your investments grow so you have a nest egg to tap ...

With a direct rollover to a Roth IRA, the distribution is paid to your Roth IRA custodian for credit to your Roth IRA. With a direct rollover to a Roth 401(k), the distribution is paid to your ...

The IRA Charitable Rollover permits those taxpayers, age 70 ½ or older to make donations (Qualified Charitable Contributions or QCDs) directly to public charities from their traditional IRA or Roth ...