Calculating the Tax Bite When Converting a 401(k) to a Roth IRA

    Nov 16, 2015 4:39:11 PM
    Author: Scott Hanson

    Kiplinger

    November 2015

    You could pay nothing in income taxes, or you could pay the same rate as billionaires. Determine how much can be converted without bumping you into a higher tax bracket. Read Full Article.

    In Kiplinger, Scott Hanson answers the question: I’m planning on retiring in three years, and my plan is to move my 401(k) into a Roth IRA. Do I have to move the entire account in one year? Or, can I move a portion each year so I can soften the impact on my income taxes? Read more.

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