Contributing after-tax dollars to a 401(k) might appeal to you if you'd like to be able to withdraw funds tax-free in ...

Do you have money in a 401(k) from a previous job or an old IRA? Performing an IRA rollover or conversion can be smart ...

A new Roth IRA conversion option for unused money in 529 college savings plans, which went into effect this year, is likely to spur more college savings, according to a new survey from Saving For ...

The 529 plan must be open for at least 15 years. You cannot convert 529 contributions made within the past five years (or the ...

Strategically timing withdrawals from an existing account can save you thousands. If you’re rolling the funds from a Roth 401(k) into a Roth IRA, make sure the check is sent directly to the new ...

If you want to roll over money from your 401(k) into a Roth IRA, there’s good news: any employer matching funds in a 401(k) can be converted along with your own contributions and investment earnings.

The IRS finalized a taxpayer-friendly rule eliminating the requirement that each disbursement from a designated Roth account that is directly rolled over to an eligible retirement plan be treated as a ...

A new Roth IRA conversion option for unused money in 529 college savings plans, which went into effect this year, is likely to spur more college savings, according to a new survey from Saving For ...