New tax laws create new opportunities for Roth conversions, but clients shouldn’t delay, said Ed Slott, the Rockville Centre, N.Y.-based IRA expert. A “trifecta of tax laws”—the SECURE Act of 2019, ...
Advisors should ask every client to prioritize their financial goals and carefully consider the benefits and risks of Roth conversions, said Ed Slott, the Rockville Centre, N.Y.-based IRA and ...
There is a downside to a Roth IRA conversion. Whether clients pay tax for 2010 or spread the tax burden between 2011 and 2012, they'll still owe income tax on the pretax money they move from a ...
I receive a great many inquiries about retirement accounts. One area of particular interest is Roth conversions. Fortunately, IRA expert Ed Slott and his staff spend a great deal of time and effort ...
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8 Key Things to Know Before a Roth Conversion
The SECURE 2.0 Act, signed into law on December 29, 2022, has eliminated the age cap for starting required minimum distributions (RMDs) from traditional IRAs starting in 2033. This change has prompted ...
In Ed Slott’s recent monthly newsletter, he pointed out some important information that individuals with IRA accounts and 401(k) accounts should be aware of. Advantage of converting to a Roth: When ...
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