Category
Proposed Tax Legislation
By Anne ZavagliaPosted 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 […]
Learn MoreShould you take advantage of a Roth 401(k)?
By Mark FisselPosted 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 […]
Learn MoreHow Well Do You Understand Retirement Plan Rules?
By Mark FisselPosted 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 […]
Learn MoreWhy You May Want to Consider a Roth Conversion Now
By Anne ZavagliaPosted 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, […]
Learn MoreThinking About a Roth Conversion This Year?
By Anne ZavagliaPosted 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 […]
Learn MoreFour Questions on the Roth Five-Year Rule
By Mark FisselPosted 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 […]
Learn MoreNovember 2019 Monthly Recap
By Mark FisselPosted 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 […]
Learn MoreRoth 5 Year Waiting Period Rules
By Anne ZavagliaPosted 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 […]
Learn MoreLeverage Your 401(k) to Build Roth Earnings
By Anne ZavagliaPosted 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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