Retirement Investing

Roth IRAs remain one of the most neglected tax and financial planning opportunities. Even many of those who convert their traditional IRAs to Roths don’t take advantage of all the strategies available to maximize tax-free wealth. Read More

Your IRA could be hit with income taxes, even if it’s a Roth IRA. The rule has been in the tax law a long time, but it didn’t affect many investors until recently. With many investors seeking investments other than traditional stocks, bonds, and mutual funds, the rules are coming into play more often. Read More

In the wake of the latest tax law we need to revise and rethink some strategies about Roth IRAs, especially about converting traditional IRAs to Roth IRAs. Conversions have a trade off, and for some people the equation has changed under the new law. Read More