I’m 72 years old and have my IRA in stock. I start required minimum distributions next year so I want to convert to a Roth IRA. How much should I convert? Should I do it all at once or should I do it ...

A careful analysis year to year is usually better than converting the whole thing just to avoid required minimum distributions (RMD) but there are several variables to consider. When you execute a ...

Sabrina Karl has over two decades of experience writing about savings, CDs, and other banking topics. She is currently a full-time staff writer at Investopedia and one of the country's top experts on ...

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Forbes contributors publish independent expert analyses and insights. Empowering smarter money moves. Have you considered using a QCD vs RMD for charitable giving, reducing your tax burden and ...

Earmark the money for special experiences If you don’t need your RMD, you might be inclined to take it as late in the year as possible. But Robert Jeter, a certified financial planner and founder at ...

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A retirement account is a great place to stash cash during your working career. If you put away enough money, you might even be able to retire early. However, once you turn 73 (or 75 if you were born ...

Retirement accounts like the 401(k), 403(b), and traditional IRA are tax-deferred, meaning you get a tax break upfront (the ability to deduct contributions from your taxable income), but you must ...

Required minimum distributions (RMDs) become an annual obligation once you turn 73. The size of your RMD will depend on your current age and the balance in your tax-deferred retirement accounts.

Inheriting an individual retirement account (IRA) comes with specific tax obligations that can feel overwhelming during an already difficult time. One of the most important requirements to understand ...

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