traditional IRA

Want to Minimize Retirement Taxes? Don’t Follow This Popular Strategy

Want to Minimize Retirement Taxes? Don’t Follow This Popular Strategy

Business
Jessica Roberts

Want to Minimize Retirement Taxes? Don’t Follow This Popular Strategy If you’re planning on making tax-deferred retirement accounts the last pot of ...

We’re 67 with  Million in IRAs

We’re 67 with $1 Million in IRAs

Business
Jessica Roberts

At 67, you’re presumably at or near retirement. If you have $1 million in IRAs, it may be attractive to converting to ...

If I Use a Backdoor Roth Conversion, Does That Mean That Money Is Getting Taxed Twice?

If I Use a Backdoor Roth Conversion, Does That Mean That Money Is Getting Taxed Twice?

Business
Jessica Roberts

Financial advisor and columnist Michele Cagan I’d like to ask about the backdoor Roth IRA. Say you are over the income limit ...

Beware the retirement savings ‘time bomb,’ tax expert warns

Beware the retirement savings ‘time bomb,’ tax expert warns

Business
Jessica Roberts

It’s all about the taxes. That’s the key concept for retirement savers specifically because IRAs and 401(k)s are only tax-deferred — not ...