Hosted on MSN
I'm 65 with $830,000 in a 401(k) and taking Social Security. Can I still do a Roth conversion?
There is no age limit on Roth conversions, so you can transfer pre-tax savings into a Roth IRA regardless of your age or retirement status. As long as you have qualifying funds in a pre-tax portfolio, ...
In a previous article about Roth conversions, an advisor wrote: “For many folks, a prime time for Roth conversions takes place during the years after retirement but before Social Security and RMDs ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results