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IRAs and 401(k)s Are Nice Now, But Will RMDs Hamper Your Retirement?
Roth IRAs We’ve got four years left until tax rates are set to revert to higher levels, so workers may want to shift their thinking away from 401(k)s and traditional IRAs in favor of Roth accounts.
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Should You Consider a Roth Conversion While the Market is Down?
Roth IRA Conversions Investors who are hurting right now as the stock market takes a hit may want to console themselves with a possible tax bargain created by a Roth conversion.
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I Love Roth IRAs and Roth Conversions!
Roth IRAs Roth IRAs truly are a gift from the government, but many people haven’t taken Uncle Sam up on them. Now is a great time to do just that. Here’s why.
Roth IRAs -
Boost Your Retirement Savings for 2021, 2022
Financial Planning The time is now to maximize contributions. Also, if you’ve got required minimum or charitable distributions to make, that deadline is coming up.
Financial Planning -
The Pros and Cons of Target Date Funds with Tony Drake
Financial Planning The simplicity of target date funds has made them popular, particularly among 401(k) savers. But investors may be paying a price.
Financial Planning -
I Contributed Too Much to an IRA – What Should I Do?
IRAs The rules on excess IRA contributions can be confusing. But if you act early, you can minimize any effect on your taxes.
IRAs -
Strategies for Roth IRAs You May Not Have Thought Of (Yet)
Roth IRAs Most people think of the obvious tax benefits Roth IRAs offer, but these accounts have some less-obvious advantages that savvy savers – whether young and just starting out or newly retired – can tap into as well.
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When and Why You Might Consider a Strategic Roth Conversion
Roth IRA Conversions For two of my clients, the time was right for executing a Roth IRA conversion. Here’s why, and how they made the strategy work for them.
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The Ins and Outs of IRAs with Ed Slott, CPA
Roth IRA Conversions Are you saving for retirement? Good start. But almost everyone has something to learn about optimizing their individual retirement account from IRA strategist Ed Slott. Also, the next round of retirement-planning changes Congress is eyeing.
Roth IRA Conversions
