Dr. JeFreda R. Brown is a financial consultant, Certified Financial Education Instructor, and researcher who has assisted thousands of clients over a more than two-decade career. She is the CEO of ...
A Roth IRA can be an excellent vehicle in which to keep your retirement savings. The fact that your client can enjoy tax-free earnings in the account and leave tax-free money to their heirs is hugely ...
A Roth IRA conversion is a way to convert a qualified retirement account such as a traditional IRA or a 401k into a Roth IRA. When doing so, the account holder will have to pay income tax on the ...
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Roth IRA Conversion Rules
Learn the details and decide whether a conversion makes sense for you Reviewed by JeFreda R. Brown Fact checked by Jared Ecker In a Roth IRA conversion, you can roll funds from a pretax retirement ...
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