Should I do a Roth conversion to offset stock losses?
admin Q.: Dear Dan, We have roughly $45,000 in short-term & long-term losses this year from…
Read MoreROTH
Roth IRA and Roth 401(k): the world would be a better place without them
One can make a strong case for getting rid of the Roth version of both…
Read MoreWhat are the tax implications of a Roth conversion if I receive Social Security?
Lots of folks are considering doing Roth conversions lately, as the tax climate (and the…
Read MoreWhat can I do with a Roth annuity?
Q.: I am holding a Roth annuity and considering starting an annual income stream. However,…
Read MoreShould I open a Roth IRA before I retire?
Q.: A co-worker told me I should open a Roth IRA before I retire because…
Read MoreIs now a good time for a Roth conversion?
Now may be a good time to do a Roth conversion. But, contrary to an…
Read MoreOpen A ROTH IRA For Your Kids
If you son or daughter had a summer or after-school job this year you should…
Read MoreThe Ongoing Debate – "To ROTH or Not To Roth"
For many workers (especially those that are self-employed) that do not have access to a…
Read More
Thinking about a Roth conversion? If you have an IRA, consider this ‘bear market bonus’
If you’ve been thinking about converting a traditional IRA to a Roth IRA, here’s the…
Read More