Why You May Want to Consider a Roth Conversion Now

By Anne Zavaglia
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?

By Anne Zavaglia
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

By Mark Fissel
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

By Mark Fissel
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

By Anne Zavaglia
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

By Anne Zavaglia
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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