SmartAsset on MSN

Ask an advisor: I'm confused about the 5-year rule for Roth conversions. Does it apply to me?

According to an article by Brandon Renfro, there are three 5-year rules for Roth IRAs, but he talks about the first two as ...
Hosted on MSN

Ask an Advisor: If I Convert to Roth Before 73, Does the 5-Year Rule Still Affect My Beneficiary?

I want to do three Roth conversions in the next three years before I turn 73 in 2027 so that my beneficiary doesn't have to deal with taxes. If I should die soon after the last conversion, will my ...
NBC Bay Area

Roth IRA ‘Five-Year Rule' Can Trigger an Unexpected Tax Bill: Here's What You Need to Know

A $1 contribution today to a new Roth individual retirement account may not sound like much. But that seemingly small sum might save you a bundle in taxes down the road due to an under-the-radar ...

Inherited a Roth IRA? Here's What to Do Now

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.
AOL

Ask an Advisor: I Want to Move $700k to a Roth IRA. What's the Real Story on the Five-Year Waiting Period?

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 ...