Story thread · 2 reports / 1 sources

Why Affluent Investors Over 60 Are Emptying Their 401(k)s Into a Roth Before the IRS Sets the Withdrawal Schedule

247wallst.com · 2hShare

The IRS has already scheduled when it will start pulling taxes from your 401(k), but most retirees never realize there is a narrow window before that clock starts when converting costs a fraction of what it will later.

First report: Why the Traditional 401(k) Is the Worst Account to Die With, and What Affluent Investors Over 60 Are Doing Instead — 247wallst.com, 2d