Roth Conversions
We’re in the 35% Tax Bracket. At What Point Does It Make Sense to Start Converting Our 401(k) Into a Roth?
Business
Jessica Roberts
Although everyone is different from a tax bracket standpoint, at what tax bracket does it makes sense to start converting your 401(k) ...
If I Use a Backdoor Roth Conversion, Does That Mean That Money Is Getting Taxed Twice?
Business
Jessica Roberts
Financial advisor and columnist Michele Cagan I’d like to ask about the backdoor Roth IRA. Say you are over the income limit ...
I’m 70 With $1.4 Million in IRAs. Should I Convert $160k Per Year into a Roth to Save on RMDs Later?
Business
Jessica Roberts
Financial advisor and columnist Brandon Renfro I am 70 and I have $1.4 million in traditional IRAs. Is it best to do ...
I Want to Roll Over My Money to a Roth IRA. How Do I Avoid Paying Taxes?
Business
Jessica Roberts
Ask an Advisor: If I Have a Tax-Deferred 401(K). Can I Convert It to a Roth IRA Without Paying the Deferred Taxes ...
We Are 70 Years Old, Have $99K in Retirement Income, a $1.4M IRA and Other Investments. Is It Too Late to Convert to a Roth?
Business
Jessica Roberts
My wife and I are 70 years old. We’ve paid off everything, including the house. Between my pension of $29,000 and Social ...
