Tag: Roth IRAs
That Roth IRA conversion comes with a tax bill — here’s...
Srdjanpav | E+ | Getty ImagesMore from FA Playbook:Here's a look at other stories impacting the financial advisor business.When a Roth conversion is...
Demand for Roth IRA conversions may increase — even without tax...
dowell | Moment | Getty ImagesBefore the election, some advisors increased Roth individual retirement account conversions for clients amid the threat of higher...
You could face the ‘survivor’s penalty’ after a spouse dies —...
Andrew Bret Wallis | The Image Bank | Getty ImagesAfter a spouse dies, some retirees face a costly surprise — higher taxes.Couples, however,...
