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Roth IRA: Now's the Time to Convert Your Traditional IRA | Money - Money Magazine
2018-01-12

Money MagazineRoth IRA: Now's the Time to Convert Your Traditional IRA | MoneyMoney MagazineThis is a golden opportunity for you to convert your traditional individual retirement account into a Roth IRA, financial professionals say. That's because the GOP tax bill passed at the end of last year lowered the top individual income tax rate to 37 ...and more »

Trump Tax Reform Good for Blue States – Red States Struggle - One America News Network (press release)
2018-01-10

One America News Network (press release)Trump Tax Reform Good for Blue States – Red States StruggleOne America News Network (press release)There's a windfall in revenue for high-tax states after President Trump signed his $1.5 trillion tax reform bill last month. Residents in high-tax states – including democrat strongholds such as California, New York and Hawaii – are lining up to pay ...and more »

Women and retirement: Proactive planning is the key - Idaho State Journal
2018-01-09

Idaho State JournalWomen and retirement: Proactive planning is the keyIdaho State JournalJennifer Landon, founder and president of Journey Financial Services, is an accomplished adviser, educator and presenter on financial topics. Landon has spent the last decade advising Idaho Falls residents on the wealth and retirement planning ...

This rollover mistake can sink your retirement savings - KING5.com
2018-01-06

KING5.comThis rollover mistake can sink your retirement savingsKING5.comWhen you decide to move your individual retirement account, you want to avoid one error that can make all of your money taxable. Savers may choose to roll over their retirement funds because they have changed employers or want to access different ...and more »

king5.com | This rollover mistake can sink your retirement savings - KING5.com
2018-01-06

KING5.comking5.com | This rollover mistake can sink your retirement savingsKING5.comWhen you decide to move your individual retirement account, you want to avoid one error that can make all of your money taxable. Savers may choose to roll over their retirement funds because they have changed employers or want to access different ...and more »

Why you need a Roth IRA — even if you have a 401(k) - Minneapolis Star Tribune
2018-01-05

Why you need a Roth IRA — even if you have a 401(k)Minneapolis Star Tribune"The Roth IRA removes the uncertainty of what future taxes can do to your retirement account," said Ed Slott, a certified public accountant and founder of IRAHelp.com. When you retire, your Roth earnings will be exempt from taxes, while your ...and more »

Why you need a Roth IRA — even if you have a 401(k) - StarTribune ... - Minneapolis Star Tribune
2018-01-05

Why you need a Roth IRA — even if you have a 401(k) - StarTribune ...Minneapolis Star TribuneIf you're saving for retirement in a 401(k) or other workplace plan, kudos to you. But don't stop there. Because of their benefits, consider investing in a Roth IRA, too. Here are three big reasons to do so: 1. Tax-free growth. One advantage of Roths ...and more »

This year-end donation transfer might reap large financial savings for retirees - Kaplan Herald
2018-01-04

This year-end donation transfer might reap large financial savings for retireesKaplan HeraldQualified charitable distributions allow you to take your retirement savings and donate it directly to charity. The payoff: This strategy could result in big savings for retirees who are subject to required minimum distributions or RMDs, according to ...and more »

This year-end donation transfer might reap large financial savings ... - Kaplan Herald
2018-01-04

This year-end donation transfer might reap large financial savings ...Kaplan HeraldQualified charitable distributions allow you to take your retirement savings and donate it directly to charity. The payoff: This strategy could result in big savings for retirees who are subject to required minimum distributions or RMDs, according to ...and more »

Lacking this key retirement deadline might set off a 50% tax penalty - Kaplan Herald
2018-01-04

Lacking this key retirement deadline might set off a 50% tax penaltyKaplan HeraldPulling money from your retirement accounts is trickier than you might expect. A misstep with your required minimum distribution can lead to expensive penalties. Savers typically must start taking out money from their individual retirement accounts ...

January 2018 Marks the 20th Anniversary of the Roth IRA - MilTech
2018-01-03

January 2018 Marks the 20th Anniversary of the Roth IRAMilTechNEW YORK, Jan. 3, 2018 /PRNewswire/ — This January marks the 20th anniversary of the Roth IRA. First made available in January of 1998, Roth IRAs are individual retirement accounts that are funded with after-tax dollars. In the 20 years since their ...and more »

January 2018 Marks the 20th Anniversary of the Roth IRA - PR Newswire (press release)
2018-01-03

January 2018 Marks the 20th Anniversary of the Roth IRAPR Newswire (press release)NEW YORK, Jan. 3, 2018 /PRNewswire/ -- This January marks the 20th anniversary of the Roth IRA. First made available in January of 1998, Roth IRAs are individual retirement accounts that are funded with after-tax dollars. In the 20 years since their ...and more »

Tax invoice kills this key technique for the way you save for retirement - Kaplan Herald
2018-01-02

Tax invoice kills this key technique for the way you save for retirementKaplan HeraldSweeping changes in the proposed tax plan mean you can kiss goodbye one key strategy for your individual retirement accounts. Lawmakers released their of the proposed tax overhaul on Friday. The bill includes a measure to take away savers' ability to ...

Tax invoice kills this key technique for the way you save for ... - Kaplan Herald
2018-01-02

Tax invoice kills this key technique for the way you save for ...Kaplan HeraldSweeping changes in the proposed tax plan mean you can kiss goodbye one key strategy for your individual retirement accounts. Lawmakers released their of the proposed tax overhaul on Friday. The bill includes a measure to take away savers' ability to ...and more »

Why You Need a Roth IRA — Even If You Have a 401(k) - Nasdaq
2018-01-02

NasdaqWhy You Need a Roth IRA — Even If You Have a 401(k)Nasdaq"The Roth IRA removes the uncertainty of what future taxes can do to your retirement account," says Ed Slott, a certified public accountant and founder of IRAHelp.com. When you retire, your Roth earnings will be exempt from taxes, while your ...

This rollover mistake can sink your retirement savings - CNBC.com - CNBC
2018-01-02

CNBCThis rollover mistake can sink your retirement savings - CNBC.comCNBCDon't fall for this mistake, which can make all of your retirement savings taxable.and more »

This rollover mistake can sink your retirement savings - CNBC
2018-01-02

CNBCThis rollover mistake can sink your retirement savingsCNBCThis rollover mistake can sink your retirement savings. When rolling over an individual retirement account, you want to try to do a trustee-to-trustee or bank-to-bank transfer, according to IRA expert Ed Slott. The other way to roll over an IRA is ...

4 financial resolutions for 2018 - AZ Big Media
2018-01-01

AZ Big Media4 financial resolutions for 2018AZ Big MediaAuthor Calvin Goetz, co-founder of Strategy Financial Group, LLC, an Arizona registered investment advisor, has dedicated more than a decade of his professional career to serving the financial and retirement planning needs of clients across the nation ...

6 retirement withdrawal missteps that might set off a 50 % tax penalty - Kaplan Herald
2018-01-01

6 retirement withdrawal missteps that might set off a 50 % tax penaltyKaplan HeraldPulling money from your retirement accounts is trickier than you might expect. A misstep with your so-called required minimum distribution can lead to expensive penalties. Savers typically must start taking out money from their individual retirement ...

Roth IRAs hit 20 years old on New Year's Day - InvestmentNews
2017-12-29

InvestmentNewsRoth IRAs hit 20 years old on New Year's DayInvestmentNewsEd Slott, a CPA and founder of Elite IRA Advisor Group, believes that is preventing IRA growth from what it should be. The primary reason is the tax bill investors face when making the contribution, but Mr. Slott said this is preventing many investors ...

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