Can I Put My RMD in a Roth IRA?
Q: Can I invest my RMD (required minimum distribution) into my Roth IRA? —B.H. A: Easy answer: No. IRAs are subject to RMDs...
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Tilt odds in clients’ favor to win year-end Roth conversion bet
As we’ve seen from recent tax proposals, Congress has retirement accounts in its sights for future tax increases, especially the larger...
Read moreHouse Democrats Once Again Target Biggest Retirement Accounts
The November 3 version of the Build Back Better Act has resurrected retirement law changes that will curb high balance accounts and...
Read moreCongress is going after the largest IRAs
Congress has set its sights on mega-IRA balances, in large part due to the recent reports about Peter Thiel’s $5 billion...
Read moreHow a Client’s Solo 401(k) Can Become a Mega Backdoor Roth IRA
Solo 401(k)s — in addition to company 401(k)s — can help clients save additional retirement money on an after-tax basis,...
Read moreHow The ‘Backdoor Roth IRA’ Can Benefit Some High-Income Clients
Say you started with $40,000 in before-tax contributions to non-Roth IRAs and another $10,000 in after-tax contributions to other non-Roth...
Read moreMega Qualified Charitable Distributions: Now or Never
Christine Benz: Hi, I’m Christine Benz from Morningstar. For charitably inclined older adults, a qualified charitable distribution often beats making a...
Read morePrepping for Possible Tax Changes
Christine Benz: Hi, I’m Christine Benz from Morningstar. With prospective tax changes on the horizon, is now the right time to...
Read moreM Is For Money (with Rob Phelan) and E Is For Ed Slott’s Roth IRA Tips
F is for Fun. And we have a ton of fun today talking to Rob Phelan about his new children’s...
Read moreLittle-Known Tactic Lets Retirement Savings Grow Tax-Free
CPA and IRA expert Ed Slott joins host J.R. Whalen to explain the “Mega Backdoor Roth IRA Conversion,” a little-known...
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