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Biden’s budget targets backdoor Roths and $10M retirement accounts
The proposed budget seeks to increase taxes for corporations and the wealthy.
Market correction puts Roth conversions on the front burner
The tax implications of an IRA conversion are far from automatic and can be difficult to forecast this early in the year.
Stock market pullback puts spotlight on Roth conversions
With most broad market indexes nestled into correction territory, financial advisers are steering clients toward Roth conversions in a tax management move.
Roth conversions may not pay off until age 90 for most
Tax-rate changes have minimal effect on the financial benefits of Roth conversions, Edward McQuarrie, professor emeritus at Santa Clara University, wrote in a recent paper. The most important factor is actually compounding.
4 strategies for Roth conversions
Find out about the different Roth conversion strategies available to you
Roth conversions can boost Medicare premiums
But one year of higher health care costs may be worth it to lower RMDs and taxes in the future.
Roth conversion tools: Custodial offerings
Fidelity Investments introduced a free online Roth IRA conversion calculator last month to both its independent registered investment advisers and the broker-dealer clients that clear through National Financial Services LLC.
Roth conversion tools: Free resources
Earlier in the year I asked a regular source of mine, H. Jude Boudreaux, director of financial planning at Bellingrath Wealth Management, to “test drive” four different free calculators available on the Internet.
