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 ...
People with Roth IRAs generally have to wait five years before withdrawing earnings from their account. The tricky part lies in the fine print, and when it comes to this rule, clarity is hard to come ...
Roth strategies are not going away. But the way certain federal employees use them is changing, and the timing of your ...