If you have just inherited a Roth IRA from your parent, spouse, or non-spouse, here are the rules for taxes and beneficiaries you need to know.
If you’re expecting to inherit an IRA from a parent or other relative, the distribution rules have fundamentally changed in ...
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Ask an advisor: I'm converting $700K to a Roth before RMDs. Do I really have to wait five years?
I’m 68 and recently retired and have about $1.4 million in accounts intended for retirement ($1.2 million in a Traditional IRA and $110K in a Roth). I also am receiving about $47,000 annually in ...
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