You may have done a Roth IRA conversion 2016. We have documented all of the sound reasons to do a Roth Conversion. Perhaps you converted a … [Read more...]
2015 Changes to IRAs You Need to Know
No More Unlimited 60-Day Rollovers In an earlier post, I explained how one could take a continuous, tax-free, penalty-free loan from their IRAs. … [Read more...]
Don't Pay This Excess Tax on Your 401k Rollover
When you retire, you're frequently informed to roll-over your retirement plan assets - like your 401(k) funds into an IRA or into another company's … [Read more...]
IRA Tax and the Roth Conversion
By: Clay Wyatt A tax-deferred account, such as an IRA, can be converted to a Roth IRA. The money will then be taxed at the present time, at the time … [Read more...]
Roth 401k Rollover - Moving Funds from Your Traditional 401k
Investing retirement funds in a Roth 401k is a good new option more and more employers are providing. Although they aren't yet widely recognized as … [Read more...]
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