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 ...

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 ...

But there's a major drawback to having a traditional retirement account. Once you turn 73, you'll be forced to take required ...

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

Required minimum distribution amounts are calculated by dividing a life expectancy factor into the relevant account balance from Dec. 31 of the preceding year. For instance, to calculate RMD amounts ...

Learn about the IRS’s new Code Y for reporting Qualified Charitable Distributions (QCDs) from IRAs, effective in 2025.

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 ...

It does this by forcing you to take required minimum distributions (RMDs). These are mandatory annual retirement account ...