Use our Roth IRA Conversion Calculator to compare the estimated future values of keeping your Traditional IRA vs. converting it to a Roth. See an estimate of the taxes you'd owe if you convert, …

May 1, 2025 · My first question is whether this can done directly, i.e., can I just transfer the funds from TIAA to my Roth account, or do I first have to roll these over into a traditional IRA at …

Feb 4, 2024 · You can't transfer a 403 (b) directly to a Roth IRA. You have to do a conversion. Like a standard (not Roth) 401 (k), 403 (b) plans are funded with pre-tax dollars. The money in a …

Jan 14, 2025 · Explore how to convert a 403 (b) to a Roth IRA. Understand the steps on the conversion, factors to consider, comparison, and long-term benefits.

May 16, 2025 · If you are no longer working with the employer that established your 403 (b) account, you can roll your 403 (b) balance into an individual retirement account (IRA).

May 14, 2025 · Roth conversions — moving money from a traditional IRA or other retirement account into a Roth IRA — are not just for retirement planning. In the right situation, Roth …

Apr 2, 2025 · You can roll over your 403 (b) account into an IRA. Here is how you do it and the reasons why it may be beneficial to consider.

Jan 2, 2026 · Yes, you may be eligible to roll over your pretax Employer Plan (401 (k) 403 (b), 457 (b), etc.) into a Roth IRA. This is a Roth conversion, which may be a taxable event.*

Apr 12, 2025 · Here's everything you need to know about Mega Backdoor Roth conversions and whether they're the right move for you in the long run.

Feb 15, 2023 · Most 403 (b) plans that include a Roth provision will allow for in-plan Roth conversions. When one converts pretax funds to Roth, the individual plan participant will be …