Browsing: Roth

Unsuspecting couple talking with potential predatory lender.getty When I talk to prospects and clients about retirement investing, no one usually thinks about what companies are inside…

© Marco Bottigelli | Moment | Getty ImagesWhen saving for retirement, more time in the market can be beneficial depending on your goals and risk tolerance.…

Learning about non-spouse inherited Roth 401(k)getty You may be reading this non-spouse inherited Roth 401(k) article because your parent passed away or a favorite aunt or…

Contemplating his spousal inherited Roth 401(k) optionsgetty There are differences in handling a spousal Inherited Roth 401(k) versus an inherited Traditional 401(k). When you have a…

Recent columns have discussed Roth IRA conversion including some of the pitfalls and mistakes traditional IRA owners make when performing Roth IRA conversions. The 2024 final…

Filippobacci | E+ | Getty ImagesRetirement savers, take note: more employers have added a Roth savings option to their workplace 401(k) plans.And, due to a legislative…

When it comes to retirement planning, Roth conversions can be a powerful strategy to optimize your financial future. But it is important to keep in mind…

Roth IRAs have gotten much attention in the financial media over the last few years. The idea of receiving tax-free income in retirement via Roth IRAs…

Eleganza | E+ | Getty ImagesThe best tax brackets for Roth conversionsWhen crunching the numbers for a Roth conversion, you’ll want to consider how the transfer…

Srdjanpav | E+ | Getty ImagesMore from FA Playbook:Here’s a look at other stories impacting the financial advisor business.When a Roth conversion is completed, you’ll owe…