SmartAsset on MSN

Ask an Advisor: How Can I Roll Over My Money to a Roth IRA Without a Big Tax Bill?

Can I convert it to a Roth IRA without paying the deferred taxes when I roll it over? -Tommy Generally, the answer here is no ...
Finance Strategists on MSN

What to Know and Why You Might Consider a 403(B) Annuity Rollover to IRA

Explore the ins and outs of a 403(b) annuity rollover to an IRA, including its benefits, eligibility, tax implications, and ...
planadviser.com

IRS Puts Out Roth IRA Rollover Final Regs

Plan sponsors of prototype Roth IRAs interested in taking rollovers from 402A Roth Accounts first have to change their IRA documents to be allowed to do so. That was a key outcome contained in final ...
The Times of Northwest Indiana

Do You Have to Pay Taxes on a Roth IRA Rollover?

Roth IRAs are a great way to save on your taxes, because the income and gains within a Roth IRA are generally not subject to tax even when you make withdrawals from your account in retirement. Yet if ...

Suze Orman Calls This $1.6 Million 401(k) Rollover Move ‘Crazy’ — What She Recommends Instead

Gina moved her $1.6 million pretax 401(k) into a Roth 401(k) and eventually rolling it into a Roth IRA -- Orman dismissed the ...

Inherited IRA Rules: Understand Tax Implications for Spouses & Non-Spouses

Explore inherited IRA rules. Learn how tax regulations impact spouses and non-spouses under the SECURE Act. Understand your options for inheriting IRA funds.

I was the beneficiary of my late wife’s IRA and 401(k) — but I want our kids to get the cash. Do I still have to take minimum distributions one day?

I was the beneficiary of my late wife’s IRA and 401 (k) — but I want our kids to get the cash. Do I still have to take ...