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We're 62 With $950k in IRAs. Can We Still Convert to a Roth?

Fortunately, there’s no age restriction on converting a pre-tax retirement account to a Roth IRA. You can roll funds from a qualifying pre-tax account to a Roth IRA at any time. A financial advisor ...
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Can I Take My RMDs and Convert Them to a Roth IRA, or Is That Not Allowed?

If you’re looking for a tax-savvy way to deal with you required minimum distributions (RMDs), converting them into a Roth IRA isn’t an option. A financial advisor can help you plan for RMDs and figure ...