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roth ira

2026 IRA and Retirement Plan Limits

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Many IRA and retirement plan limits are indexed for inflation each year. Several of these key numbers have increased once again for 2026.

Converting Your After-Tax 401(k) Dollars to a Roth IRA

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Here’s the dilemma: You have a traditional 401(k) that contains both after-tax and pre-tax dollars. You’d like to receive a distribution from the plan and convert only the after-tax dollars to a Roth IRA. By rolling over/converting only the after-tax dollars to a Roth IRA, you hope to avoid paying any income tax on the conversion.