#roth-ira tag - Briefly

4 weeks ago

Retirement

I've been doing the Mega Backdoor Roth religiously for 5 years. Should I consider prioritizing less in these accounts to increase accessibility of funds for early retirement?

Retirement

How I Plan to Boost My Financial Future with a Roth IRA Contribution

Retirement

I am 49 with $660K in a 401(k). Should I max out the 24% bracket with annual Roth conversions?

Retirement

Should I Start a Roth IRA from $0 or Keep Contributing to My 401k at Age 42?

Retirement

I am 62 years old with $700k in a 401(k). Would converting $70k annually help avoid RMDs?

Retirement

I would like to roll over $800K to a Roth IRA and keep the tax bill low. How should I do this?

4 weeks ago

Retirement

I've been doing the Mega Backdoor Roth religiously for 5 years. Should I consider prioritizing less in these accounts to increase accessibility of funds for early retirement?

Retirement

How I Plan to Boost My Financial Future with a Roth IRA Contribution

Retirement

I am 49 with $660K in a 401(k). Should I max out the 24% bracket with annual Roth conversions?

Retirement

Should I Start a Roth IRA from $0 or Keep Contributing to My 401k at Age 42?

Retirement

I am 62 years old with $700k in a 401(k). Would converting $70k annually help avoid RMDs?

Retirement

I would like to roll over $800K to a Roth IRA and keep the tax bill low. How should I do this?

more#retirement-planning

Retirement

I am 63, still earning, and eyeing Roth IRA funds for renovations. Is that a mistake?

Age 59 1/2 marks penalty-free access to Roth IRA, needing 5-year account opening.

Evaluate financial options before using Roth IRA funds for home renovations.

Retirement

401(k) Rollover vs. Roth IRA: Which Is the Smarter Move?

The Roth IRA offers tax-free growth but isn't a universal solution; alternatives may be better based on individual financial situations.

4 months ago

Can I Withdraw My Entire Roth 401k Contribution After 5 Years?

Understanding the five-year withdrawal rule for 401(k) accounts is critical but often misunderstood.

Retirement

4 months ago

I Discovered Backdoor Roth IRAs Too Late: Can I Still Make Them Work Before Retirement?

It's never too late for high-income earners to consider a backdoor Roth IRA for tax-advantaged growth.