articles

A traditional, pre-tax IRA can be converted to a post-tax Roth IRA account by rollover or trustee transfer, according to the Internal Revenue Service. A conversion calculator such as one provided by Bankrate can help wit... More »

www.reference.com Business & Finance Financial Planning

A taxpayer planning for retirement uses a Roth conversion calculator to determine whether to convert his traditional IRA to a Roth, explains the Teachers Insurance and Annuity Association of America - College Retirement ... More »

www.reference.com Business & Finance Financial Calculations

IRA calculators for determining an account's required minimum distribution are available from the Financial Industry Regulatory Authority, Charles Schwab and Fidelity Investments. The Internal Revenue Service provides wo... More »

www.reference.com Business & Finance Investing
similar articles

The distribution rules for a Roth IRA vary depending on the age of the policy holder and the age of the account itself, according to the Internal Revenue Service. As a general rule, distributions made before the holder r... More »

www.reference.com Business & Finance Financial Planning

There are three ways to convert a 401(k) to a Roth individual retirement account (IRA) and these are same trustee transfer, trustee-to-trustee transfer and 60-day rollover, notes the Internal Revenue Service website. Rot... More »

www.reference.com Business & Finance Financial Planning

Roth IRA account holders of any age can withdraw contributions at any time without taxes or penalties, reports About.com. However, earnings on contributions to Roth accounts are subject to early withdrawal penalties unle... More »

www.reference.com Business & Finance Financial Planning

The rules for Roth IRA withdrawals depend on the ages of the account owner and the account itself, explains Charles Schwab. People who are 59 or younger may face a 10-percent penalty for Roth IRA distributions, explains ... More »

www.reference.com Business & Finance Financial Planning