Roth IRAs
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End-of-Year Moves to Trim Your 2019 Tax Tab
tax deductions It's time to look for last-minute moves that can shrink your 2019 tax bill. But the end of the year is coming fast, so don't procrastinate.
By Rachel L. Sheedy • Published
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Are Your Taxes Set to Explode in Retirement? (Strategies to Help Defuse the Problem)
retirement If you've stashed most of your nest egg in your 401(k), the last thing you want is for taxes to blow up in your face when the time comes to start taking withdrawals.
By John Creekmur, CFP • Last updated
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Pay Now or Pay Later: Reducing Taxes Should Be a Retirement Priority
retirement Retirement planning isn't just about saving enough money to last a lifetime. It's about keeping as much of your nest egg as possible through prudent tax-management strategies.
By Ken Heise, Investor Adviser Representative • Published
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IRA Aggregation Rule: When Many IRAs Become One
IRAs Manage withdrawals from multiple retirement accounts carefully to avoid surprises (and penalties).
By Rachel L. Sheedy • Published
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Why Stocks Are Best Held in a Roth IRA
stocks Holding stocks in a Roth IRA makes the most of this tax-free account's features.
By Eileen Ambrose • Published
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Keep More of Your Retirement Savings with Tax-Bracket Planning
taxes Without a comprehensive tax strategy in place, many retirees may pay three times more in taxes than they need to. Avoid that by “filling” your tax bracket. Here’s how.
By Pete Lang, Investment Adviser Representative • Last updated
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How Long You Must Wait to Make Penalty-Free Withdrawals After Converting to a Roth IRA
savings The timing of converting money from a traditional IRA to a Roth can affect how long you must wait before you’re allowed to withdraw money without penalty.
By Brendan Pedersen • Last updated
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How Old Is Too Old to Benefit from a Roth IRA?
retirement If you are still working and earning an income, it might never be too late to take advantage of the tax benefits that Roths offer.
By David A Littell, JD, ChFC • Published
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Beware of Kiddie Taxes When You Leave Heirs Your IRA
retirement Children and grandchildren inheriting traditional IRAs could quickly find themselves in the top 37% tax bracket thanks to changes ushered in by the Tax Cuts and Jobs Act.
By Mike Piershale, ChFC • Published
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