I’m 59 ½ and rolled $800K over from my previous employer plan into a Roth. But was that actually the right move?

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3 Myths About Roth Retirement Plans You Shouldn't Believe

Don't assume a Roth account is right for you. Don't assume you can raid your Roth IRA or 401(k) at any time. Don't assume ...
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Dave Ramsey On Roth vs. Traditional 401(k)

Personal finance guru Dave Ramsey recently weighed in on the subject of 401(k) retirement plans, and a less-known improvement ...
Business Intelligence | From W.D. Strategies on MSN

The $150K Roth trap: Why high earners face new taxes on catch-up contributions

Picture this. You've worked hard to build your career, you're finally earning a six-figure salary, and you're trying to max out your retirement savings. You think you're doing everything right by ...

Here’s why most US retirees with less than $2,000,000 should avoid Roth conversions

Roth conversions are not just a tax strategy — they’re also a bet on longevity, market performance, and long-term tax ...

RMDs vs Roth conversions: Here’s the 1 unspoken truth most US retirees miss. Don’t make a big mistake in 2026

RMDs can also act as a nudge for estate planning. If you have sizable account balances, these required withdrawals can be ...

Allworth Advice | What are the new 2026 Roth limits?

Financial tips from Allworth Financial's Steve Hruby and Bob Sponseller.

Inherited a Roth IRA? Here's What to Do Now

If you have just inherited a Roth IRA from your parent, spouse, or non-spouse, here are the rules for taxes and beneficiaries you need to know.

Here’s why most US retirees with less than $2,000,000 should avoid Roth conversions. Are the odds against you, too?

Paying 32% today to avoid up to 18% later is generally a poor trade-off. Few retirees face a top-bracket tax rate on every ...