24/7 Wall St.

The Roth Conversion Strategy Affluent Investors Over 55 Are Using to Empty Their 401(k)s Before Required Distributions

This Roth conversion strategy can save you a lot of money on taxes in the long run. Here's how the setup works.
24/7 Wall St. on MSN

The in plan Roth 401(k) conversion that saves a $400,000 earner $58,000 in future RMD taxes

Quick Read In-plan Roth conversion: $100,000 converted at 24-32% tax now becomes $339,000 tax-free by 73, saving 40% on ...
24/7 Wall St. on MSN

The 401(k) bracket smoothing math: Why a 65 year old with $1.6 million should convert exactly $43,000 a year until 73

Quick Read Convert $43,000 annually at 12% tax rate to avoid 22-24% RMD taxes later, shifting $344,000 over 8 years for ...
AOL

How a Roth Conversion at 64 Added $1,116 to a Retiree’s Medicare Premiums Two Years Later

A 64-year-old single retiree pulls in about $60,000 a year from a pension and modest 401(k) withdrawals. Her advisor mentions the 22% federal bracket has room, and a Roth conversion looks smart before ...