Tag: Roth conversions
Ask an Advisor: I'm Converting $700k to a Roth to Avoid Upcoming RMDs, but I'm Getting Conflicting Info About Having to Wait Five Years....
The first five-year rule dictates that you must wait five years after your initial contribution to a Roth IRA before you can make...
I Want to Put My RMDs in a Roth IRA, But Was Told I Can't. Is That True?
So, what should you do instead? For retirees, there are a couple of options for how to manage RMDs.First, you can convert the...