There are two systems of taxation in our country: one for the informed and one for the uninformed.” Judge Learned Hand – U.S. Appeals Court Justice (1872-1961)
The Conversation
Tax and Penalty-Free Distribution From Roth IRA
This flowchart helps to quickly identify circumstances that could have an impact on how a distribution is taxed (and penalized). Tax and Penalty-Free Distribution From Roth IRA Flowchart Instant Download.
Consider Doing A Roth Conversion
There are a lot of important considerations to weigh before doing a Roth conversion. As a result of the current market condition and changes due to the SECURE Act, Roth conversions are becoming an important strategy that is worth discussing. This flowchart addresses some of the major decision points to help you be guided through the conversation.
Tax Loss Harvesting
Tax loss harvesting turns market downturns into valuable tax-saving opportunities. Discover how this disciplined approach can strengthen your portfolio and why working with a fiduciary advisor makes all the difference.
Contributing To My Roth 401(k)
Roth 401(k)s have become an increasingly popular alternative to traditional 401(k)s, allowing participants to make after-tax salary deferrals to your employer plans. You may have the opportunity to contribute to a designated Roth account in your 401(k), but are uncertain about the best savings strategy for your personal circumstances.
Stretch IRA
Stretch IRA changes as a result of the SECURE Act of 2019
Deductible IRA Contribution
Can I Make A Deductible IRA Contribution? A traditional IRA is a great option when you’re looking to save for retirement in a tax-deferred account. However, there are many factors to consider when determining whether you are eligible to make contributions, and whether such contributions will be deductible or not.
