Financial Fact vs Fiction: This Roth Conversion Myth Could Cost You
While some 'golden rules' stay in style forever, the financial landscape is constantly evolving. Here are five common myths to revisit (with more on the way).
3 Reasons You Won't Regret Saving for Retirement in a Roth IRA
The money you sock away in a traditional IRA is tax-deferred from a gains perspective. This means you won't pay the IRS taxes on gains year after year, but rather at the time of your withdrawals. Roth ...
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Can I Convert My RMDs to a Roth? I Was Told No-Is That Right?
If you’re looking for a tax-savvy way to deal with you required minimum distributions (RMDs), converting them into a Roth IRA ...
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Ask an Advisor: I'm 43, Maxing Out My 401(k), and Have $405K Saved. Can I Retire at 57?
I am a 43-year-old divorced father. I have $315,000 in a traditional individual retirement account (IRA), $90,000 in a Roth ...