In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on qualified charitable distributions (QCDs).

Michele Pevide / Getty Images Converting your traditional ... Amounts Into a Roth IRA?" Internal Revenue Service. "Rollover Chart." Federal Register. "Converting an IRA Annuity to a Roth IRA." ...

A traditional 401(k) or 403(b) must be rolled into a traditional IRA to avoid taxes on the full amount at the time of transfer. A Roth 401(k), on the other hand, can move into a Roth IRA.

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

How to Turn Today’s Volatile Markets to Your Advantage In turbulent markets, it’s normal to feel concern and a higher level of anxiety. While the driving ...

A traditional 401(k) or 403(b) must be rolled into a traditional IRA to avoid taxes on the full amount at the time of transfer. A Roth 401(k), on the other hand, can move into a Roth IRA. Orman ...

For federal employees weighing whether to leave the TSP, five certified financial planners offer their insights on what to be ...

With a traditional 401(k) or IRA, you don’t pay taxes on contributions or growth until you withdraw, just like with most annuities. In addition, distributions from a 401(k) or IRA wrapped into an ...

A 1035 exchange lets you transfer your current non-qualified annuity — meaning an annuity that wasn’t funded with IRA or 401(k) money — to a new annuity without paying taxes on the gains.