Tag - roth ira

12Jun

Gain Flexibility in Your Investments with a 401(k) Rollover

When your company offers a 401(k), it’s a convenient way to invest and plan for retirement. However, there’s a limit to how you can invest in a 401(k), so it’s better to roll over your 401(k) into an IRA account, preferably a Roth IRA. Some reasons to do a 401(k) rollover include: Lower fees Less […]

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16May

Converting Your IRA to a Roth IRA

One of the most important things to do throughout your career is to plan for retirement. When you set up your retirement account, there are two Individual Retirement Account (IRA) options: a traditional IRA and a Roth IRA. Some people start with traditional IRAs and switch to a Roth account later. Both have advantages and […]

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11May

How to Maximize Your Roth IRA Contributions

Many people are unaware of the importance of healthy spending and saving habits, as well as how to set up and contribute to an IRA account. When it comes to retirement planning, an IRA account is essential for saving money and building wealth. A Roth IRA account allows you to contribute $5,500 annually and up […]

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25Apr

6 Tax Advantages of Roth IRAs

Any type of retirement investment plan will come with tax stipulations, and many people deal with withdrawal penalties and taxable income from their investments after they retire. Roth IRAs include many tax benefits that can help prevent some of the unfortunate stipulations that many other plans have in place. Tax-Free Income Roth IRAs do not […]

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09Apr

Why Millennials Need to Invest in Roth IRAs

The statistics show that Millennials are not investing nearly enough to be ready for retirement when the time comes. Roth IRAs offer millennial investors tax-free investment growth for years, and the requirements for tax-free and penalty-free withdrawals are relatively easy to meet. Millennial investors will benefit from investing in Roth IRAs now, as the rewards […]

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28Mar

Do Roth Conversions Satisfy Required Minimum Distributions?

As the likelihood of higher tax rates increases, many proactive investors are looking to the Roth Conversion as a way to protect their retirement assets and plan for retirement. As they do so, one question sometimes arises: Does the amount that you convert to a Roth IRA count towards the Required Minimum Distribution?  The short […]

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