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I'm planning to retire in 4 years. Is it wise to convert 25% of my 401(k) to a Roth IRA to minimize RMDs and taxes?

Transferring some of your retirement savings from a tax-deferred account like a 401(k) to a Roth IRA can help you reduce or ...

New 401(k) rules for 2026

The new change to catch-up contributions could mean you’ll have more taxable income in the next filing year. For ...

Big changes hit 401(k)s in 2026, including a major tax shift that could affect certain investors. What it means for your money

The new change to catch-up contributions could mean you’ll have more taxable income in the next filing year. For ...
Milwaukee Journal Sentinel

Roth accounts can help retirement savers avoid huge tax bills, says Michael J. Francis

Traditional 401(k) savings are subject to federal and state income taxes upon withdrawal in retirement. Roth 401(k) accounts use after-tax dollars, allowing contributions and earnings to be withdrawn ...
Forbes

Roth IRA Vs Traditional IRA Tax Clarity For Retirement Savings

Are you feeling overwhelmed by Roth IRA vs Traditional IRA tradeoffs? Then add terms like Deductible, Non-Deductible, MAGI, RMDs, phaseouts—it can feel like you need a tax degree just to choose an ...
Morningstar

Supersavers who can put $72,000 in their 401(k)s in 2026 should make this smart 'mega' Roth move

High earners looking to stash away even more into retirement accounts and perform a Roth conversion will have a higher limit in 2026 The souped-up backdoor Roth IRA savings strategy known as a ...
AOL

Everything You Ever Wanted to Know About the Roth IRA 5-Year Rules

There are two 5-year rules: One for contributions and the other for conversions. A subset of rules exists, based on your age. It’s important to know which qualified expenses allow you to withdraw ...