GOBankingRates on MSN

Roth IRA 5-Year Rule: What You Need To Know Now

If you have a Roth IRA, understanding the Roth IRA 5-year rule is critical to avoiding taxes and penalties when you withdraw ...
The Motley Fool

1 Surprising Roth IRA Feature That Could Make Retirement Planning Less Stressful

Roth IRAs are widely known in the retirement scene for their tax-free withdrawal benefits during retirement. As long as you meet the income requirements, you can make direct contributions to a Roth ...
Nasdaq

Can an Employer Contribute to an Employee's Personal Roth IRA?

Employers can’t contribute directly to an employee’s personal Roth IRA, but they can still help with retirement savings in other ways. The SECURE 2.0 Act allows employers to contribute to SIMPLE IRAs ...
Forbes

Discounted Roth Conversions for a Self-Directed IRA or 401(k)

If you have a self-directed IRA or 401(k) and want to convert it into a Roth IRA, you may be concerned about your options and taxes. These retirement accounts are taxed in different ways, and you’ll ...
Forbes

Don't Forget About State Taxes When Making Roth Conversions

I love helping my clients maximize their tax-free retirement income streams. Converting a traditional IRA account to a Roth IRA is a fabulous part of a proactive tax-planning strategy to reduce the ...
planadviser.com

Unpacking New Use of 529s to Invest in Roth IRAs

As many parents around the US bring their kids back to college campuses, attorneys unpack 2024 provisions that make 529 accounts more flexible in the long term. In a significant shift that offers ...