Proposed Tax Legislation

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Posted on September 29th, 2021

The House Ways and Means Committee released their proposed budget reconciliation recommendations in September as part of the Build Back Better Act. The tax legislation […]

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Should you take advantage of a Roth 401(k)?

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Posted on July 7th, 2021

By Anne Zavaglia, CFP® If you have a 401(k) or other workplace retirement plan that offers a Roth option, you should consider taking advantage of […]

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How Well Do You Understand Retirement Plan Rules?

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Posted on April 30th, 2021

Qualified retirement plans, such as IRAs and 401(k)s, have many rules, and some of them can be quite complicated. Take the following quiz to see […]

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Why You May Want to Consider a Roth Conversion Now

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Posted on October 1st, 2020

Tax policy will play a big role in the election.  The current tax rates are due to sunset after 2025.  That means for most taxpayers, […]

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Thinking About a Roth Conversion This Year?

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Posted on July 2nd, 2020

The low tax environment coupled with market volatility makes Roth Conversions even more appealing this year. The current tax rates are set to sunset after […]

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Four Questions on the Roth Five-Year Rule

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Posted on May 29th, 2020

The Roth “five-year rule” typically refers to when you can take tax-free distributions of earnings from your Roth IRA, Roth 401(k), or other work-based Roth […]

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November 2019 Monthly Recap

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Posted on November 1st, 2019

Don’t Forget to Set Your Clocks Back! Daylight Savings Time ends this weekend, and it is time to “fall” back. Don’t forget to adjust your […]

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Roth 5 Year Waiting Period Rules

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Posted on October 29th, 2019

There are some unclear and misunderstood rules that exist for ROTH IRA distributions. Qualified Distributions, which are both tax and penalty free, are distributions that […]

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Leverage Your 401(k) to Build Roth Earnings

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Posted on September 3rd, 2019

Many investors are familiar with the “Backdoor Roth” IRA, which is an indirect way to contribute to a Roth when they are not eligible to […]

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