Opinion: With Trump back, are Roth conversions less attractive?
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Raiding Your Retirement Funds? Here’s How to Avoid Hidden Tax Traps
While tapping a retirement plan for an early withdrawal should always be a last resort, it can be unavoidable. The cause could be a job loss, a natural disaster like a wildfire, or even an opportunity ...
JD Supra1d
New Proposed Catch-Up Contribution Regulations Answer Many Questions
Background - Many defined contribution plans are designed to permit participants to take advantage of an increased employee contribution ...
My Roth IRA stock is down. Is there any way to harvest the loss?
Or, you could sell the stock within the Roth and redeploy the funds to something you think will do better. You won't be able to take any loss for tax purposes, but you could stop the bleeding. If you ...
Alliant CD Rates: Pros, Cons, and Current Rates
Explore Alliant Credit Union CD rates. Anyone in the U.S. can join Alliant Credit Union and get a regular or jumbo ...
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.
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 ...