Tag: Roth IRA

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Converting a 529 Plan to a Roth IRA

Families with 529 college savings plans have the ability to roll over unused funds into a Roth IRA, tax-free. This flexibility can help...

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Pros and Cons of a Roth Conversion

A Roth conversion can offer significant benefits, but it comes with important tax implications.  Benefits Contributions to Roth IRAs...

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When To Convert Your 401k To A Roth IRA 

Who doesn’t love the idea of tax-free income in retirement? With assets in a Roth IRA or Roth 401(k), retirees can enjoy the freedom...

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Tax-Planning Tips For Feds Planning To Retire Soon

If you’re only a few years away from your federal retirement, tax planning is more important than ever. Why? Because the Tax Cuts and...

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