Two Five-Year Tests for Roth IRA owners

February 26, 2018

The pros and cons of Roth IRAs, which were introduced 20 years ago, are well understood. All money flowing into a Roth IRA is after-tax, so there is no upfront tax benefit. As a tradeoff, all Read more

Year-End Retirement Tax Planning, Part II

October 23, 2017

Our last article discussed year-end tax retirement tax planning for individuals participating in their employer’s 401(k) plans. This article will focus on individuals over age 59½ with large traditional Read more