Category Archives: Roth IRA

Strategic Roth IRA Conversions Still Make Sense

Strategic Roth IRA Conversions Still Make Sense

As my clients and those of you who have read my MarketWatch RetireMentors articles and Retirement Visions blog posts know, I’m a huge fan of Roth IRA conversions. One caveat:  they must be timely. There are two types of timely Roth IRA conversions: Strategic Market-sensitive Strategic Roth IRA Conversion The goal of a strategic Roth…

Hedge Against Longevity with a Roth IRA Strategy

Hedge Against Longevity with a Roth IRA Strategy

The title of my most recent MarketWatch RetireMentors article that was published on June 6th is 5 Reasons to Include Sustainable Income in Your Retirement Plan. Reason #1 is hedge against longevity. Although sustainable, or predictable, income from Social Security, pensions, and fixed income annuities provide lifetime income that can build a solid floor for…

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%…

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.…

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