Non-Spouse Inherited IRAs: Ways Not To Squander The Money
Learn how beneficiaries can manage non-spouse inherited IRAs. Explore distribution rules, Secure Act changes, and tax strategies for long-term financial security.
Roth IRA Fund Options From Wealthfront
Wealthfront was founded in 2008, offers a range of exchange-traded funds (ETFs) managed by other companies, and has more than $50 billion in assets under management (AUM). When ma ...
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Ask an Advisor: My Wife Did a $40K Roth Conversion in a Low-Tax Year. Does She Really Need to Wait 5 Years to Withdraw it?
I encouraged my wife to take a $40,000 Roth conversion in a lower tax year. Even though she has another Roth IRA at a ...
How Self-Directed IRAs Can Open New Doors For Retirement Planning
One way to start the year on a positive note is by setting yourself up today to benefit from the tax breaks of an individual ...
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Understand the Basics of Roth IRA Conversions
When you convert funds from a traditional IRA or 401(k) to a Roth IRA, you’re essentially converting pre-tax dollars to after-tax dollars. This conversion triggers a taxable event, meaning you ...
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Roth vs Traditional 401(k)/457(b) when expecting pension income in retirement - how do I choose?
Retirement planning is no longer an easy task. Age, retirement plan options, taxes, and required minimum distributions (RMD) ...
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Best Roth IRA accounts of January 2025
The Roth IRA — a popular retirement account — is similar to a traditional IRA in that you can regularly contribute to the account and watch your investments grow so you have a nest egg to tap ...
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HARRIS: When is a good time for Roth conversions?
In life, you often get second chances — and the same is true with investing. To illustrate: You might not have been able to ...
Should I convert my IRA into a 529 plan?
You can also simply use a Roth IRA to pay for college without taking the step of converting the money to a 529 plan. As long ...
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Year-End IRA Tax Moves for 2024 at Any Age
There's no year-end deadline for IRA contributions. You have until April 15, 2025, to fund an account for 2024. If you’re ...
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We’re 50 with $1 million in a IRA and want to convert it to a Roth – should we do it now or wait until 65?
Converting IRA funds to a Roth account sooner rather than later can be useful, especially if you're currently in a favorable ...