I would like to roll over $800K to a Roth IRA and keep the tax bill low. How should I do this?

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I would like to roll over $800K to a Roth IRA and keep the tax bill low. How should I do this?

247wallst.com/investing/2025/06/03/i-would-like-to-roll-over-800k-to-a-roth-ira-and-keep-the-tax-bill-low-how-should-i-do-this

Key Points

Strategically timing withdrawals from an existing account can save you thousands.

If you’re rolling the funds from a Roth 401(k) into a Roth IRA, make sure the check is sent directly to the new account to avoid paying taxes.

It may not be pleasant to…

This story appeared on 247wallst.com, 2025-06-03 13:59:49.