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  2. Transferring some of your retirement savings from a tax-deferred account like a 401(k) to a Roth IRA can help you reduce or possibly avoid required minimum distributions (RMDs) and income taxes ...

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

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

    While a Roth IRA conversion can be a valuable financial move — offering tax-free withdrawals in retirement — it’s important to be mindful of the tax implications and plan accordingly ...

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

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

    A Roth IRA conversion can be a great idea if you want to create tax-free income in retirement, but you’ll want to understand the trade-offs, especially the immediate tax consequences of converting.

  5. Can I Avoid Tax Penalties With a 401(k) to Roth IRA Rollover?

    www.aol.com/finance/avoid-tax-penalties-401-k...

    Contributing after-tax dollars to a 401(k) might appeal to you if you'd like to be able to withdraw funds tax-free in retirement. Should you decide to leave your job you might be wondering if it's ...

  6. Will I Have to Pay a Penalty If I Transfer a 401(k) to a CD?

    www.aol.com/transfer-401-k-cd-without-130957244.html

    Also, note that rollovers need to be like-kind to avoid any tax consequences. If you have a traditional 401(k) and you want to roll it into a Roth IRA CD, for instance, the IRS requires you to pay ...

  7. Rolling over a traditional 401(k) plan into a Roth IRA could be a smart financial move with long-term tax benefits -- that is, in certain situations, according to the AARP. See: 8 Things Boomers...

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