| IRA planning
An IRA can be more than just a way to save money. It can be a tool to plan
for the future.
Converting a Traditional IRA to a Roth IRA
If you find the Roth IRA has the benefits you're looking for, you may consider
converting Traditional IRAs. Find out what it takes to qualify for a conversion
and what you need to consider before making your decision.
Taking distributions from your IRA account
The point of contributing to your IRA account is being able to get the money
out when you need it. The rules may not be as strict as you think. How
do I get my money?
Rollover IRAs
An IRA can give you more investment choices and distribution options than
most employer-sponsored retirement plans, while continuing the benefits of
tax-deferred investing. Learn about the advantages of an IRA rollover when you change jobs or retire.
The Stretch IRA concept
Think about your IRA in a new way — as an estate planning tool. Discover a
new opportunity to maximize tax-deferral and leave a legacy for your heirs.
For more information, see our Stretch
IRA section.
Do more interactive planning using our IRA calculator.
IRA
Qualifier
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