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Traditional and Roth – Related, but Not Twins

Tim and Robert are identical twins. They wear the same clothes. They have similar hair styles. They have similar jobs and similar incomes. Tim and Robert are both concerned about taxes, and they agree that saving money for the future is very important. Read More

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Things to do for 2019- Part 2 of 4TAPinto.netComplete 2018 qualified charitable distributions (QCDs). QCDs allow IRA owners and beneficiaries who are age 70½ and older to transfer up to $100,000 of IRA funds tax-free to charity. These must be done by the end of 2018. Clients who miss the deadline ...

Financial Planning Social Security benefits going up — but not for everyoneFinancial PlanningIRA expert Ed Slott says that investors should account for the tax impact of doing a Roth conversion, according to this Q&A article on Morningstar. While investments in a Roth IRA will grow tax-free, the converted amount will be subject to federal ...and more »

Wall Street Journal (blog)Tips to Maximize the Tax Savings of Your QCDs and RMDsWall Street Journal (blog)Ed Slott is a certified public account, author and founder of IRAhelp.com. Most IRA owners know they are subject to required minimum distributions after age 70½. These RMDs are generally taxable income and continue for life. But this year, that taxable ...

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Traditional and Roth – Related, but Not Twins

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