Tag Archive for: roth ira

Answers To 15 Common Tax Questions

This is the time of the year people are searching for free tax help they can trust, trying to squeeze out more valuable deductions, hoping to avoid penalties or audits, eagerly awaiting their refunds or wanting to make sure they aren’t victims of tax scams. Read on for answers to the most common tax questions.

Secure 2.0 Act: Americans Will Be Able To Make Tax-Free Transfers Of 529 Plan Funds To Roth IRAs

Beginning in 2024, the Secure 2.0 Act will allow people to make tax- and penalty-free rollovers from 529 plans into a Roth IRA. To qualify for the transfer, the 529 plan must have been open for at least 15 years. CLICK ON THE HEADLINE FOR MORE

Roth IRA: Pay the IRS Now for a Tax-Free Retirement. Here’s How It Works

The last thing you want is to get hit with a giant tax bill when you’re transitioning into retirement. Learning about the tax advantages of a Roth IRA now can help you build your retirement plan for the future. CLICK ON THE HEADLINE FOR MORE

Five Last-Minute Moves To Save On Taxes

if you're really savvy about your finances, you'll make moves that take into account your future tax liabilities and to boost your refund from Uncle Sam next spring as well as years to come. CLICK ON THE HEADLINE FOR MORE

The IRS Is Rewarding Retirement Savers With Up to $2,000. Do You Qualify?

It may sound too good to be true, but the Saver's Credit has been around for almost a decade and has allowed many people to earn a tax break while boosting their retirement savings. CLICK ON THE HEADLINE FOR MORE

5 Savings Tricks To Treat Yourself This Halloween

Dealing with money doesn't have to be scary. Just in time for Halloween, a financial instructor from the Retirement Education Foundation shares five savings tricks to treat yourself this spooky season. CLICK ON THE HEADLINE FOR MORE