Tag: Roth IRA

  • Is a Roth Conversion Right For You?

    Many people are taking advantage of the tax benefits that come along with Roth accounts.  No matter what your income or tax status is, you can take advantage as well. What is a Roth Conversion? A Roth conversion is when you convert a pre-tax account (Traditional IRA, 401k, 403B) to a Roth IRA.   By doing…

  • Tax Time IRA Answers

    Let’s take down the age old question of “Should I invest in a Roth IRA or a Traditional IRA?”   Before I jump into this, you must know that neither one is a bad choice, and it all depends on your situation and goals.  Both accounts are considered “Qualified Accounts”, meaning they have tax advantages over…

  • Retirement Planning Basics: Investment Accounts

    Planning your investments to build a retirement fund can be a dizzying prospect. The various questions and options and details and accounts and amounts are enough to make anyone’s head spin. Wouldn’t it be nice if there was a generic recipe for success? A nice neat list of step by step instructions on how to…