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Financial Literacy

How to Execute a Roth Conversion

How to Execute a Roth Conversion

When you move assets from a traditional IRA into a Roth IRA, the switch can be to your advantage, but there are risks as well. Financial experts call this move a “Roth conversion.”

What To Do When You Over-Contribute to an IRA

What To Do When You Over-Contribute to an IRA

IRAs have contribution limits. Advisors like Betterment help to prevent you from over-contributing, but if you have multiple IRAs, you can easily over-contribute without meaning to. Learn what to do if you unintentionally contribute more than this year’s limit.

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