Tag Archives: Roth IRA

TMTW #436 – Backdoor Roth IRA Opportunities Still Available After TCJA

Tax and Money Tip of the Week: Backdoor Roth IRA Opportunities Still Available After TCJA June 5, 2019 | No. 436 Good news. The Tax Cuts and Jobs Act (TCJA) did not harm the backdoor Roth strategy. As you likely know, the … Continue reading

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TMTW #270- Aim High, Lower Tax on Roth Conversion

Tax and Money Tip this Week: Aim High, Lower Tax on Roth Conversion February 3, 2016 | No. 270 A great article from Business Management Daily on Roth Conversions Click Here to read the article Questions or Comments? You can add … Continue reading

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TMTW #234- Four Tips To Stretch Your IRA

Tax and Money Tip this Week: Four Tips To Stretch Your IRA May 27th, 2015 | No. 234 A great article on getting the most out of your IRA from Investor’s Business Daily  Click here to read the article Questions or Comments? … Continue reading

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TMTW #216- Growing Retirement in 2015

Growing your Retirement in 2015 January 14, 2015 | No. 216 An informative article about your 2015 retirement fund from the New York Times New York Times: Limit(ed) Additions Questions or Comments? You can add comments on the blog, call 919-847-2981, or visit our web … Continue reading

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IRS Allows Big Earners to Pump Up Roth IRAs #211

Tax and Money Tip of the Week: IRS Allows Big Earners to Pump Up Roth IRAs December 10, 2014 | No. 211 A great article on Roth IRA contributions from the Wall Street Journal  Wall Street Journal: IRS Allows Big … Continue reading

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TMTW #202 – Tighter Rules for IRA Rollovers

Tax and Money Tip of the Week: Tighter Rules for IRA Rollovers September 24, 2014 | No. 202 Article  from Investors Business Daily: IRA Rollovers: Tighter New Rules Questions or Comments? You can add comments on the blog, call 919-847-2981, or … Continue reading

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TMTW #191 – Only One IRA Rollover Per Year

Tax and Money Tip of the Week: One IRA Rollover Per Year July 9th, 2014 | No. 191 From InvestmentNews: IRS: Only one IRA rollover per year Questions or Comments? You can add comments on the blog, call 919-847-2981, or visit our web site. … Continue reading

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TMTW #153 – Be Aware of the RMD Rules

Tax and Money Tip of the Week: Be Aware of the RMD Rules September 11, 2013 | No. 153 An article from the Investor’s Business Daily contains some important information related to Required Minimum Distributions for Traditional IRAs and Roth … Continue reading

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TMTW #150 – The Many Advantages of Roth IRAs

Tax and Money Tip of the Week: The Many Advantages of Roth  IRAs | August 21, 2013 | No. 150 The most flexible savings retirement account of all…. As tax rates increase, the Roth individual retirement account keeps looking better and … Continue reading

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TMTW #110 – Roth IRA Conversions: Opportunities and Deadlines

Tax and Money Tip of the Week Roth IRA Conversions: Opportunities and Deadlines | September 19th, 2012 | No. 110 Potential increase in federal income tax may make 2012 Roth conversions attractive When you convert a traditional IRA to a Roth … Continue reading

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