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2. Roth IRA conversion: Here’s everything you need to know ...

   www.aol.com/finance/roth-ira-conversion...

   The Roth IRA can set you up with tax-free retirement income, but watch out for the pitfalls. ... “While the 10-year rule would still apply in this case if your non-spouse beneficiary inherited ...

3. Everything You Need to Know About IRA Rollover Rules

   www.aol.com/news/everything-know-ira-rollover...

   The aggregation rule says that you must treat any distribution from an IRA, including a rollover to a Roth account, as a blend of the types of funds (tax-deferred and after-tax) in the original ...

4. Watch Out: This 5-Year-Rule Could Affect Your Roth Rollover Plans

   www.aol.com/doing-roth-rollover-beware-5...

   One problem investors face when planning a Roth rollover or conversion is the income limits that apply to contributions if your adjusted gross income (AGI) from your tax return is more than ...

5. 60-day rollover rule: What retirement investors need to know

   www.aol.com/finance/60-day-rollover-rule...

   The 60-day rollover rule is one of the many traps that lie in wait for investors rolling over a retirement account such as a 401(k) or IRA. You have to follow the rules exactly, or you could end ...

6. Roth IRAs: What they are, how they work and how to open one - AOL

   www.aol.com/finance/what-is-a-roth-ira-123943445...

   Roth IRA rollover vs. Roth IRA conversion. A rollover is when you move or “roll over” funds from one retirement account to another retirement account. So for example, if you leave your job ...

7. Backdoor Roth IRA: What It Is, Tax Implications and How To ...

   www.aol.com/backdoor-roth-iras-build-back...

   Pro-Rata Rule: If you have other pre-tax IRAs, you may owe taxes on part of the conversion. Estate Planning Benefits: Heirs can inherit Roth IRAs tax-free (RMDs apply to heirs).

8. Thinking of an IRA Rollover? This New Rule Will Impact the ...

   www.aol.com/thinking-ira-rollover-rule-impact...

   Financial professionals who give one-time investment advice will soon be legally required to act in their clients’ best interests under the Department of Labor’s new fiduciary rule.

9. Ask an Advisor: If I Use a Backdoor Roth Conversion, Does ...

   www.aol.com/ask-advisor-backdoor-roth-conversion...

   Tax-free withdrawals in retirement. ... Now she wants to convert $25,000 to a Roth IRA. Using the pro-rata rule, the nontaxable portion of that conversion would be $6,250 (25% x $25,000), and the ...