Roth-iras
Latest
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A Roth Conversion Alternative That Addresses Long-Term Care
Here are some strategies for utilizing whole life or indexed universal life policies as an alternative to Roth IRA conversions.
By José Echeverri Published
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Before Doing a Roth Conversion, Evaluate These Three Thresholds
To avoid getting flattened by higher taxes or Medicare premiums related to Roth conversions, make sure you look both ways on your tax rates.
By Evan T. Beach, CFP®, AWMA® Published
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How To Convert a Traditional IRA to a Roth After 60
retirement You can convert an IRA to a Roth no matter how old you are. But if the conversion boosts your income, it could have taxing consequences.
By Kimberly Lankford Last updated
retirement -
Three Ways to Supersize Your Retirement Savings
Don’t underestimate the power of taking advantage of your company’s 401(k) match, catch-up contributions and more.
By Tony Drake, CFP®, Investment Advisor Representative Published
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How to Open a Roth IRA in 5 Simple Steps
retirement Here's what you need to know in order to open a Roth IRA.
By Erin Bendig Last updated
retirement -
16 Retirement Mistakes You Will Regret Forever
retirement From saving too little to claiming Social Security too early, there are plenty of ways that current and future retirees can sabotage their golden years.
By Bob Niedt Last updated
retirement -
Are You a DIY Retirement Planner? Four Things You Need to Know
While saving is a huge part of retirement planning, tax efficiency and estate planning can be just as important, especially once you actually retire.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Tax-Smart Strategies for Account Withdrawals
Understanding the best way to tap your IRAs and other accounts can help you preserve your savings and lower your tax bill.
By Sandra Block Published
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IRA vs Roth vs 401(k): Which Do You Pick?
All offer great tax breaks as you save for retirement. In addition, there are 403(b), SEP and SIMPLE plans and more. But don't worry. It’s hard to go wrong.
By Scott McClatchey, CFP® Published