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How 13 Types of Retirement Income Get Taxed
retirement When you're planning for retirement, it's fun to contemplate all the travel and rounds of golf ahead of you, but don't forget about taxes.
When Roth Conversions Are the Right Move – and When They Aren’t
Roth IRAs Converting a traditional IRA to a Roth IRA can be a smart tax- and estate-planning strategy for some people, but it can be a mistake for others.
By Mark Kenney, CFP®, CTS™ PublishedRoth IRAs
A Retiree’s Guide to Key Dates in 2021
Basics It's critical -- and financially sound -- to hit these important financial deadlines spaced throughout the year.
By Catherine Siskos PublishedBasics
10 Things Social Security Recipients Need to Know About Their Second Stimulus Check
social security It's a bit more difficult for Social Security recipients to learn the ins and outs of second-round stimulus checks, since there are a few special rules that only apply to them.
By Rocky Mengle Publishedsocial security
Roth IRA Conversions: Pay Now, Live Tax-Free Later
Roth IRAs Why now may be the time to convert your traditional IRA to a Roth to avoid future taxes.
By Phil Huff, CRPC® PublishedRoth IRAs
Your Guide to Roth Conversions
Roth IRA Conversions Like marriage, converting a traditional IRA to a Roth is not a step that should be taken lightly.
By Sandra Block PublishedRoth IRA Conversions
Who Should Consider a Roth IRA – and Why Now?
Roth IRAs While Roth IRAs don’t make sense for everyone, there are some cases where they could be a great fit. See if any of these five scenarios applies to you.
By Brian Spinelli, CFP®, AIF® PublishedRoth IRAs
6 Reasons You Should NOT Do a Roth Conversion
Roth IRAs Roth IRAs come with some great tax advantages, but converting a traditional IRA to a Roth doesn’t make sense for everyone.
By Bud Boland, CFP® PublishedRoth IRAs
Why Are Roth Conversions So Trendy Right Now? The Case FOR and AGAINST Them
Roth IRAs Have you been tempted to join the wave of folks jumping on the Roth IRA conversion bandwagon? First, check out the pros and cons to see if it makes sense for you.
By Evan T. Beach, CFP®, AWMA® PublishedRoth IRAs
How To Buy a Roth IRA When You Make Too Much To Qualify For One
Roth IRAs With their tax-free growth and tax-free withdrawals, Roth IRAs are a great deal — if you qualify. If you don’t, well, there’s still a way to get into the game in a big way.
By Mike Piershale, ChFC PublishedRoth IRAs