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

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

   A Roth IRA conversion involves transferring retirement assets into a new or existing Roth IRA account. The types of accounts eligible for conversion generally fall into one of two categories.

3. Inherited IRA rules: 7 things all beneficiaries must know - AOL

   www.aol.com/finance/inherited-ira-rules-7-things...

   Any type of IRA may be turned into an inherited IRA, including traditional and Roth IRAs, SEP IRAs and SIMPLE IRAs. Importantly, the income tax treatment of the IRA remains the same from the ...

4. Rules for Withdrawing From an Inherited Roth IRA - AOL

   www.aol.com/rules-withdrawing-inherited-roth-ira...

   Inherited traditional and Roth IRA rules require the beneficiary to begin taking distributions by the end of the year following the original account holder’s death. Failing to do so can result ...

5. What taxes are due on a Roth IRA conversion? - AOL

   www.aol.com/finance/taxes-due-roth-ira...

   An indirect rollover: An indirect rollover is where you receive a distribution from the old financial institution and then transfer it yourself to your Roth IRA within 60 days.

6. Traditional and Roth IRA Inheritance Rules You May Not ... - AOL

   www.aol.com/finance/inheritance-rules...

   Inheriting an IRA, whether a traditional or Roth account, comes with certain responsibilities. The rules for an inherited IRA depend on the specifics of your situation, as well as the deceased's ...

7. 4 Tax Rules To Understand Before You Convert Your IRA to a ...

   www.aol.com/4-tax-rules-understand-convert...

   However, a Roth conversion also comes with immediate tax consequences that require careful planning. Read Next: Suze Orman’s Top 5 Tips That Will Save Retirees From Financial Disaster

8. The IRS just updated the rules for inherited IRAs. What heirs ...

   www.aol.com/finance/irs-just-updated-rules...

   They can treat the inherited IRA as their own, or take distributions based on their life expectancy. These new rules do not apply to accounts inherited before 2020, or to Roth IRAs. This story was ...

9. Everything You Need to Know About IRA Rollover Rules

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

   Optimize your retirement accounts and avoid major penalties by mastering the dos and don'ts for rolling over your IRA.