Money Digest on MSN

What The Roth IRA 5-Year Rule Stipulates

For anyone who's recently opened a Roth IRA, this rule will apply. Simply circle the calendar and start a countdown to avoid ...
SmartAsset on MSN

Does the 5-Year Rule Apply If I Convert to a Roth IRA at Age 65?

Imagine that you’re 65 years old and just completed a Roth conversion during a low-tax year early in retirement to avoid ...
The Motley Fool

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 ...

Roth IRA Benefits After Retirement: Tax-Free Withdrawals and Wealth Transfer

Discover the tax benefits and withdrawal flexibility of Roth IRAs for retirees, including contributions, tax-free earnings, and strategies for passing wealth to heirs.
Kiplinger

Ask the Editor, September 12: Tax Questions on 529 Plan Rollovers to a Roth IRA

In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers four questions on 529 plans and transferring funds to a Roth IRA. Profit and prosper with the best of expert ...