Browsing: Roth

“We are reluctant to pay a financial adviser 2% of assets — roughly $160,000 per year.”

Roth conversions are permanent. Once done, they cannot be undone.

High earners have to pay tax on their catch-up 401(k) contributions and deposit them into workplace Roth accounts.

“I’ll fund $500,000 of that from the sale of my current house.”

Tax-law changes may allow you to increase the transaction you had planned.