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Hidden Costs of Roth IRA Conversions
Roth IRAs Yes, Roth IRAs are pretty great, but they can come with some potentially costly complications.
Nearing Retirement? Take Another Look at Roth Conversions
Roth IRAs Due to lower tax rates and the recently passed SECURE Act, those nearing retirement should consider a Roth conversion.
By Daniel Fan, J.D., LL.M., CFP PublishedRoth IRAs
Stars Align for Some Special Wealth Planning Opportunities
Roth IRAs A confluence of special tax, interest rate and market circumstances makes this a great time to execute income and wealth planning strategies that can help swing a year of concern into a year of opportunity.
By Andrew Bass, CPA, CWM, PFS PublishedRoth IRAs
12 Ways to Get Your Retirement Plan Back on Track
retirement planning If your financial situation hits a rough spot, there are a number of things you can do to get your retirement plan moving in the right direction again once you get back on your feet.
By Diane Davis Publishedretirement planning
Why 2020 Is an 'Unprecedented Opportunity' for a Roth IRA Conversion
Financial Planning Tax advisors say you can reduce your tax bill by 30% to 40% in this unprecedented time.
By Mark Stein PublishedFinancial Planning
Retirees Get a Break on IRA Distributions
retirement The IRS is expected to come out with additional guidance, but here’s what we know so far.
By Sandra Block Publishedretirement
Roth IRA Conversions are on Sale
retirement Many retirement savers can get an extra-good deal on Roth conversions right now. Here's why.
By Mike Piershale, ChFC Publishedretirement
9 Ways to Raise Cash Quickly
savings The $2 trillion coronavirus stimulus package is providing a $1,200 check for millions of Americans.
By Sandra Block Publishedsavings
3 Retirement Wealth Protection Tactics
retirement Don't let taxes derail your retirement and estate planning strategies. Consider these strategies, involving maximizing Roth IRA possibilities and health savings accounts, to keep more of what you saved over the years.
By David Afraimi, IAR Publishedretirement
5 Ways This Recession Hits Retirees Particularly Hard
Making Your Money Last
By Bob Niedt PublishedMaking Your Money Last