With Trump back, are Roth conversions less attractive?
The wisdom of undertaking Roth conversions is highly dependent on the particular household circumstances. Roth conversions do not avoid taxes, they accelerate taxes. Conversions pay off when the tax ...
My Roth IRA stock is down. Is there any way to harvest the loss?
I have a Roth IRA account and an ordinary taxable retail stock account at a major brokerage. The two accounts are linked, ...
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Should I convert my Roth IRA into a 529 plan?
Contributions to a Roth IRA can be withdrawn penalty-free to open a 529 plan. 529 plans allow contributions to grow tax-free ...
A Roth IRA offers a ‘longer runway for tax-free investing,' advisor says. Here's how to use it
Therefore, a Roth IRA provides a "much longer runway for tax-free investing," said certified financial planner Thomas Scanlon at Raymond James in Manchester, Connecticut.
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What Is a Roth IRA and How Does It Work?
Figuring out the details of investment accounts is challenging. If you've ever found yourself wondering what is a Roth IRA ...
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What is a Roth IRA for kids, and how does it work?
A custodial Roth IRA is a retirement account for minors that allows for tax-free growth. It provides all the benefits of a regular Roth IRA, but it’s geared toward kids and requires an adult to set up ...
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CBO's Revenue Savings Options
The Congressional Budget Office (CBO) recently released its Options for Reducing the Deficit, outlining a number ...
Retirement Plan Options for 1099 Employees
The gig economy burst into the mainstream during the COVID-19 years, but it has built a new resiliency in 2025. While freelance work was previously a hustle culture, professionals today are finding ...
Retiring abroad with a Roth IRA? What to know
Americans with a Roth IRA, or individual retirement account, and who plan to retire abroad may want to consider some risks.
Do you have too much of your money invested in the stock market?
Over the years, you may have seen advice in the financial media about the “60/40 portfolio,” which consists of 60% stocks and ...
Did you know the IRS taxes your bank account? Don’t get caught off guard
IRS rules say that interest earned on bank accounts is taxable income. If you earned a bonus when opening a new account, you ...
Roughly 4 out of 5 American adults don’t know what an annuity is
Policygenius examines the simultaneous popularity and mystery surrounding annuities in an uncertain American economy and ...