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How Can I Convert My $640k 401(k) to a Roth IRA Without a Big Tax Bill?

Converting a 401(k) to a Roth IRA can potentially provide valuable long-term benefits, but it also triggers a tax bill that ...
SmartAsset on MSN

Should I Convert $90k Per Year From My $900k 401(k) to Avoid RMDs at 62?

Late-in-life Roth conversions can take some tricky math. As you approach retirement, one of the most important questions will ...
SmartAsset on MSN

Should I Convert $100k Per Year From My $1M 401(k) to a Roth IRA at 62?

Retirees with significant assets often have to plan around required minimum distributions (RMDs). If you already have ...
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Should I Convert $120k a Year From My $1.2M IRA at 60 to Avoid RMDs?

If you’re 60 years old with $1.2 million saved for retirement in a traditional IRA, you may be starting to think about ...
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Should I Convert 25% of My 401(k) Over 4 Years to Avoid RMDs and Taxes Before Retiring?

Transferring some of your retirement savings from a tax-deferred account like a 401(k) to a Roth IRA can help you reduce or ...
SmartAsset on MSN

Ask an Advisor: Is It a Good Idea to Convert 10% of My 401(k) Each Year to Lower Taxes and Avoid RMDs?

Is it wise to start converting my 401(k) into an IRA (and then Roth) by 10% per year in order to avoid having to claim too ...