Traditional to Roth Conversions – The Pros & Cons By Michael P Carroll, CLU, ChFC, CFP® – American National Bank According to the Taxpayer Relief Act of 1997, there is a special traditional IRA to […]
By Len Nowak, CFP®, AWMA®, CTS™ When Congress enacted the Taxpayer Relief Act of 1997, which included establishing the Roth IRA, they probably weren’t thinking about college planning. The Roth IRA was introduced with retirement […]
By Len Nowak, CFP, AWMA, CTS The discussion of whether to convert your IRA to a Roth IRA evokes a wide range of opinions regarding if, when, and how you should convert the assets in […]
By Sue Bogoevska Every parent and grandparent wants the best financial experience for their children and grandchildren. The hope is to pass along the wisdom of their experience, so that their offspring avoid pitfalls and […]
TAX EFFICIENCY IN RETIREMENT
How much attention do you pay to this factor?
By Herb White, CFP, MBA, Life Certain Wealth Strategies, East Denver LIVING WELL Magazine
Could you end up paying higher taxes in retirement? Do you have a lot of money saved in a 401(k) or a traditional IRA? If so, you may be poised to receive significant retirement income […]
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