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Roth IRAs can be an attractive addition to your portfolio, but boy, are they surrounded by rules and regulations. It's easy ...
Some heirs are considered "eligible designated beneficiaries," and the 10-year rule does not apply to them. These include ...
Answer: Generally speaking, it makes the most sense to consider a Roth conversion when your current tax rate is lower than ...
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Money Talks News on MSNThe Art of Roth Conversions: Why Being 'Roughly Right' Beats Perfect PlanningFinancial experts are warning against rigid, long-term Roth conversion plans that could hurt your retirement goals.
Converted Roth IRA funds are tax- and penalty-free after five years from Jan. 1 of the year of the conversion. Roth IRA earnings are tax-free after age 59 1/2 and a five-year holding period.
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