Don’t Miss Your Roth IRA Conversion Opportunity

Don’t Miss Your Roth IRA Conversion Opportunity

If you have a traditional IRA or a traditional 401(k) plan that can be rolled over into a traditional IRA, you’re sitting on a potential gold mine. You might ask yourself how this is possible given the fact that (a) you generally can’t take withdrawals from a traditional IRA before age 59-1/2 without a 10%… Continue Reading

Escape the Roth 401(k) Trap

Escape the Roth 401(k) Trap

I’m a big fan of 401(k) plans that allow Roth contributions, especially for employees who are in low income tax brackets. You can contribute up to $18,000 of after-tax salary in 2016 to a designated Roth account for 401(k) plans that allow such contributions. The limit is increased to $24,000 if you’re 50 and older.… Continue Reading

Long-Term Care Insurance — Tax-Free Income When You Need It

Long-Term Care Insurance — Tax-Free Income When You Need It

The overriding goal of retirement income planning is to generate sufficient after-tax, inflation-adjusted income streams to match projected expenses during different stages of retirement. Although this can be quite challenging due to all of the unknown variables, there’s one situation where it’s possible to match the timing of the income stream to the expense, and,… Continue Reading

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