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We re 62 and Have $1 6 Million in Our 401(k)s Should We Pivot to Roth Contributions?

By your early 60s, you’ll likely be paying close attention to your finances and retirement savings. This may include making crucial decisions on investment structure, risk tolerance, income needs and tax planning, among the many other moving parts of your financial life. A financial advisor can help you plan and save for retirement. Find a […] The post We’re 62 and Have $1.6 Million in Our 401(k)s. Should We Pivot to Roth Contributions? appeared first on SmartReads by SmartAsset.

How the 5-Year Rule Affects Roth 401(k)s & Roth IRAs

Saving through a Roth 401(k) can help you grow a nest egg that you can then tap into in retirement without having to pay taxes. If you leave your job or you're ready to retire, you may be wondering what … Continue reading → The post How to Roll Over a Roth 401(k) to a Roth IRA appeared first on SmartAsset Blog.

We re 60 and Have $2 5 Million in Our 401(k)s Should We Pivot to Roth Contributions?

For the right person, a Roth IRA can be a fantastic retirement savings vehicle over the long term. So much so that it might seem to some that it's always the right choice, no matter what. After all, tax-free income does sound pretty great. However, like anything in your retirement planning journey, this decision on pre- vs. […] The post We’re 60 and Have $2.5 Million in Our 401(k)s. Should We Pivot to Roth Contributions? appeared first on SmartReads by SmartAsset.

9 Best Ways To Build Wealth When You re 10 Years From Retirement

If you're about a decade away from your goal retirement age but your savings are not where you want them to be, don't panic. There are still opportunities for you to build up your nest egg over the.

I m Almost 60 and Have $1 Million in My IRA Should I Switch to Roth Contributions?

Should you switch from pre-tax IRA contributions to Roth contributions? Imagine that you’re steadily contributing to a traditional IRA. This provides you with an annual tax deduction. However, contributing to a tax-deferred account comes at the cost of having to pay taxes on all of the money you withdraw in retirement. Switching to a Roth […] The post I'm Almost 60 and Have $1 Million in My IRA. Should I Switch to Roth Contributions? appeared first on SmartReads by SmartAsset.

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