The calculator will adjust automatically based on your previous answers. Estimated rate of return The average annual return you expect from your IRA investments each year. Roth IRA return rates ...

This is the rule that applies to our hypothetical example from above: you’re 70 years old and have RMDs starting soon. You would like to convert your $900,000 pre-tax portfolio to a Roth IRA to ...

Roth IRA conversions let you turn tax-deferred savings into Roth, incurring taxes now for tax-free withdrawals later. No limit exists on the amount you can convert per year, but large sums might ...

say you’re 70 years old and your required minimum distributions (RMDs) will start in three years. You’d like to avoid RMDs by converting your $900,000 pre-tax savings into a Roth IRA.

William Roth, who campaigned for years on a new individual ... between a $174.70 monthly premium and a $454.20 monthly premium." There are exceptions when Roth IRAs don’t make sense as a tax ...

By looking at the following two charts you can see ... forced to take money out each year after you turn age 70 ½. Your beneficiaries will receive your Roth IRA proceeds, tax-free, when the ...