Watch Out for the Five-Year Rule on Converted Roth Funds
If you are under age 59 ½ and you converted your traditional IRA to a Roth IRA, you will need to watch out for the five-year rule for penalty-free distributions of converted funds.
What 2022 May Mean for Your Retirement Accounts
Pop the champagne! We did it! We finally turned the page on the calendar to a new year. What will 2022 mean for your retirement accounts? All signs point to a very busy year ahead.
The 401(k) Hardship Withdrawal Rules in a Nutshell
This article will focus on hardship withdrawal rules from 401 (k) plans.
Clarifying Some Roth Conversion Misconceptions
As Roth IRA conversions become more popular, questions and misconceptions abound. Find out which Roth IRA conversion facts, issues, and mistakes to avoid.
Time to Simplify Your Retirement
As you approach your golden years, you may be looking to simplify your life to wring the most out of retirement. Consolidating these accounts can go a long way.
What the New Tax Proposals Mean for Roth Conversions
It’s hard to keep up with the news out of Washington these days! I have been getting a ton of questions on how the new tax proposals recently passed by the House Ways and Means Committee would impact Roth conversions. Here is the rundown.