In this interview, Roy Snarr explained the concept of a Roth conversion, highlighting the differences between traditional IRAs and Roth IRAs. He emphasized that converting funds from a traditional IRA ...

A Roth IRA is an individual retirement account that you fund with after-tax dollars. While you don't get a tax break now, your contributions and investment earnings grow tax-free.

There are several tax-advantaged retirement accounts self-employed people can use to save and invest for retirement. Here are the five best options.

Imagine you’re 65 with $1.2 million in an IRA and a lingering question: should you convert your account into a Roth IRA? The ...

Discover the best IRA accounts for 2025, featuring top providers like Fidelity, Schwab, Vanguard, and Betterment. Find the ...

Converting a large sum like $865,000 to a Roth IRA is a strategic move for long-term tax benefits – including tax-free ...

We chose to extinguish our line of credit because it was prohibitively expensive and underutilized,” said Bill Green, CEO and Principal of Ginkgo Residential. “Instead, we introduced Ginkgo Notes to ...

Help clients maximize retirement contributions, utilize spousal IRAs, and explore backdoor Roth strategies before 2025 ends.

Using an IRA calculator helps you identify the best contribution strategy to maximize your retirement savings, especially if you don’t have access to a 401 (k). If you’re part of a defined benefit ...

Proactively reviewing your health coverage, RMDs, and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.

Support a loved one’s retirement prep with a gift IRA contribution, but keep in mind that limitations and requirements must be observed.

Roth conversions, if done right, can lower your tax bill over your lifetime. But be careful. Roth conversions pose traps, and the unwary can easily get caught. Here are eight factors to consider in ...