Roth IRA
I Want to Roll Over My Money to a Roth IRA. How Do I Avoid Paying Taxes?
Barbara Terrio
Ask an Advisor: If I Have a Tax-Deferred 401(K). Can I Convert It to a Roth IRA Without Paying the ...
2023 tax season is here, but don’t wait to file, Here’s why.
Barbara Terrio
Tax season is upon us! Here’s what to know to make filing easier. A new parent? Recently married? There are ...
I Have $750K in a Roth IRA and Will Receive $1,800 Monthly From Social Security. Can I Retire at 65?
Barbara Terrio
A man looks over his financial plan to determine whether he can retire at age 65. Can you retire at ...
I Have $2.5 Million in a Roth IRA and Will Receive $2,500 Monthly From Social Security. Can I Retire at 62?
Barbara Terrio
A man ponders whether he can afford to retire at 62 with $2.5 million in a Roth IRA. Retiring at ...
You Could Have to Pay Taxes on Catch-Up Contributions if You Make Over $145K
Barbara Terrio
If You Make Over $145,000, You May Have to Pay Taxes on Your Catch-Up Contributions Catch-up contributions are about to ...
