Displaying 7 results
An unexpected double tax break for 529-to-Roth rollovers
There’s a chance to do two 529-to-Roth rollovers this year – but only if the first one (for 2023) is done by April 15.
New research highlights importance of IRAs in retirement planning
More than four in ten US households have IRAs, according to an Investment Company Institute report.
Advisors expect record federal debt to result in higher taxes
'As an advisor, the national debt is a very concerning issue, especially with younger clients that have a longer time horizon, because the bill is eventually going to come due,' an advisor says.
Millennials more retirement ready than boomers, study finds
Three investment options that weren't available to boomers are working to millennials' advantage.
Holiday gift tax planning for IRAs
The big tax benefits come in the way gifts can be used in conjunction with retirement accounts.
Converting IRA to Roth is a financial gift
The switch can bring big state estate tax benefits, too.
Roth IRAs, 401(k)s for all? Not so fast, advisors say
While Ed Slott urged readers to stop contributing to traditional tax-deferred accounts, others take a more nuanced view.
