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Know How To Make A Tax-Free Rollover From 529 Plan To A Roth IRA

A recent law allows tax-free rollovers from 529 plans to Roth IRAs, but there are hurdles to be cleared.

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 Will Make Over $300,000 Combined This Year Can We Use a Backdoor Roth to Reduce Taxes?

High-income households can use what's called a "backdoor Roth" to utilize a Roth IRA despite the program's standard income restrictions. This can be an effective way to build a tax-free stream of income for your retirement, and it is a completely legal strategy. Whether this method will reduce your taxes depends heavily on your tax […] The post We Will Make Over $300,000 Combined This Year. Can We Use a Backdoor Roth to Reduce Taxes? appeared first on SmartReads by SmartAsset.

Ask an Advisor: Help Me Understand the Best Way to Manage an IRA Is It Better to Pay Taxes Now or in Retirement?

Which is the best way to handle an individual retirement account (IRA)? Let it sit and earn money, then pay taxes on the withdrawals in retirement? Or roll it over to a Roth IRA? Should I pay the taxes now … Continue reading → The post Ask an Advisor: Help Me Understand the ‘Best Way' to Manage an IRA. Is It Better to Pay Taxes Now or in Retirement? appeared first on SmartAsset Blog.

WV State Treasurer announces SMART529 funds can be rolled over into Roth IRA

CHARLESTON, WV (WVNS) — WV State Treasurer Riley Moore announced a significant development for West Virginia residents looking to enhance their retirement savings. Effective January 1, 2024, the SECURE 2.0 Act of 2022, now permits beneficiaries to roll over certain unused funds from SMART529 accounts into Roth IRAs. The SECURE Act, or “Setting Every Community […]

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