Q.: I will be retiring from public employment next July. I have money in the pre-tax 457(b) and after-tax 457(b) accounts.
In conjunction with retirement, I plan to roll over these account balances to a family of mutual funds. Insofar as I will have 13 years to go before Required Minimum Distributions (RMDs) kick-in at age 70.5, what is the best way to move this pre-tax money to an after-tax Roth account? C.M.
This item is available in full to subscribers.
We have recently launched a new and improved website. To continue reading, you will need to either log into your subscriber account, or purchase a new subscription.
If you have an active digital subscription, then you already have an account here. Just reset your password, if you've not yet logged in to your account on this new site.
If you are a current print-only subscriber, and want access to our website,click here to view your options for changing you subscription level.
Otherwise, click here to view your options for subscribing.
Please log in to continue |
