Tony Robbins sends strong message on Roth IRAs, 401(k)s
Personal finance author and philanthropist Tony Robbins offers some important advice about each of these retirement savings ...
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Ask an Advisor: We're 70 With a $1.4M IRA. Does a Roth Conversion Still Make Sense?
My wife and I are 70 years old. We've paid off everything, including the house. Between my pension of $29,000 and Social ...
5 Ways to Use Your Required Minimum Distribution (RMD) Strategically in Retirement
There's still every reason to make the most of every dollar at this later stage of life, and you've got plenty of ways to continue doing so.
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I’ve converted 46% of my nest egg to Roth - am I overshooting my target with more conversions?
If you’re unable to contribute to a Roth account directly, there’s good news — you can convert a traditional retirement plan ...
Should Your Kids Have A Roth IRA?
If your child has earned income, they can contribute to a Roth IRA. Opening a Roth IRA for kids can significantly change ...
4 changes financial planners are making to their own approach to money this year
Financial planners make changes to their own financial plans each year — and sometimes that means temporarily easing up on ...
I'm filing jointly for the first time this year, so I asked a CPA what I need to know before filing
When my wife pointed out that our combined income would affect our Roth IRA contributions, I realized I needed to learn more ...
6 Questions to Ask Yourself Before Deciding Between a Roth vs. Traditional IRA
You can cut through the confusion of whether a Roth IRA or Traditional IRA will be your best bet by asking yourself six ...
What is the difference between a backdoor Roth IRA and a mega backdoor Roth?
A backdoor Roth IRA is fairly straightforward. If you make too much to contribute directly to a Roth IRA, you contribute to a traditional IRA instead and then convert it to a Roth. While you can only ...
Hoping to bring down tax bill? Even in 2025, you can influence last year’s return
Review and file an amended tax return: If after filing your taxes you discover missed deductions or credits for 2024 or ...
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I'm on track for a multi-million 401(k) - is there a 'too big' balance that forces me into higher taxes later?
It’s an unfortunate thing that many people enter retirement with little to no money in savings. But in this Reddit post, we ...