Roth TSP vs Roth IRA: What You Should Know
As they start their careers, federal employees and members of the uniformed services often ask: Should I contribute to my Roth TSP account or a …
This page contains in-depth articles around the topic of Roth IRAs.
As they start their careers, federal employees and members of the uniformed services often ask: Should I contribute to my Roth TSP account or a …
Generally speaking, you do not pay capital gains on a Roth IRA. When you sell investments, such as mutual funds, in a Roth IRA, it …
When I was practicing as a financial planner, many of our new clients were recently retired IRA (individual retirement account) owners. And the number one …
In response to the SECURE Act, a relatively new law that changed IRA distribution rules for account beneficiaries, many clients have asked their financial advisor …
If you’re looking to lower your overall taxable income level, you’re probably trying to figure out how to create a Roth conversion strategy. After a …
If you’ve just inherited an individual retirement account (IRA) from a relative, you might be wondering about doing a Roth conversion. Unfortunately, if you’re not …
Introduction One of the accepted facts in the world of investments is this: When the stock market goes down, Roth conversions start looking more attractive …
When I was a financial planner, my recently retired clients would ask about Roth conversions more than any other topic. Specifically, they ask questions like: …
There are lots of articles out there touting the benefits of ‘backdoor’ Roth conversions. Many of these articles will even ‘show’ you how to do …
Roth conversions are a great way to avoid required minimum distributions (RMDs). Sometimes, an IRA owner who doesn’t need the money find themselves in a …