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“Unconvert” Your IRA Roth Conversion 2016

Posted on February 28, 2017 by bobrichards

“Unconvert” Your IRA Roth Conversion 2016

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

Posted on June 18, 2014 by bobrichards

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

Posted on April 22, 2012 by bobrichards

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

Posted on October 27, 2011 by bobrichards

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

Posted on July 18, 2011 by bobrichards

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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Recent Posts

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  • How to Pay Lower Taxes on IRA Distributions
  • Retired and Stocks Losing Value

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