If you’re like Mark, Susan or Tom, your retirement and legacy goals will shape the strategy for your wealth. There’s no one-size-fits-all solution, but by understanding the key differences between ...
If you’re nearing retirement and you have a sizeable IRA balance, you face some significant decisions surrounding required ...
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Ask an Advisor: We Earn Over $350K and Can't Use a Roth IRA. Can We Do Roth Conversions Before Retiring?Because of our income bracket – we make over $350,000 per year – we cannot contribute to a Roth anymore. We're 61 and 62, and ...
Opinion
21hon MSNOpinion
Although the traditional and Roth plans may sound quite different, the conventional argument is that they offer virtually identical tax benefits. Unfortunately, the easiest way to demonstrate this ...
Roth IRA contributions can be withdrawn anytime without taxes or penalties. Converted Roth IRA funds are tax- and penalty-free after five years from Jan. 1 of the year of the conversion.
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