We’ve been talking to several clients about doing a Roth Conversion before year-end. For some people, a Roth Conversion can be a great tax-saving strategy, but for others it could go down as a big mistake. Here’s some of the most common misconceptions about Roth Conversions, and what you absolutely need to know before you […]
Tag Archives | Roth conversion
Building Up A Better Tax-Free Nest Egg For Retirement
Tired of taxes? Can’t blame you. But sometimes it pays to start thinking ahead about successful strategies we can discuss before year-end to save you on your future tax bill, and help you beef up retirement assets you can access totally tax-free for years to come. What we’re talking about is getting more money into a Roth IRA account for […]
Too Soon To Talk (Roth) Turkey
With tax rates headed lower for many people, this might be a good year to consider a Roth conversion. For the uninitiated, that’s when you withdraw funds from a traditional IRA, pay the tax now instead of later, and then move the funds into your Roth IRA. Once your savings are in a Roth, they’ll […]
Is The New 401(k) Roth Conversion Option For You?
We’ve already had clients ask about the new 401(k) Roth conversion option bundled in the “fiscal cliff” tax legislation. If you are not familiar with the new provisions, here’s a rundown. Workers of any age can now convert all or part of their traditional 401(k) balance to a Roth 401(k). Like any Roth conversion, they’ll […]
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About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for twenty five years. Mari has appeared in publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s, Newsweek, and Money Magazine.
