Tag Archive for: roth ira

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

The BEST Retirement Advice You’ve Probably Never Heard

We Americans love choices and retirement is no different. As we head into unchartered waters, it’s clear that our tax choices in building our retirement are the most important. CLICK ON THE HEADLINE FOR MORE