Jul 18, 2020 | Retirement, Roth IRA
Q: A friend of mine says that if you withdraw money from a Roth IRA within five years of putting it in, you’ll pay tax and a penalty. I started my Roth in 2018 when I turned 30 and thought I could get the $11,500 I have put in over the last two years out at any time...
Apr 17, 2020 | IRA, Roth IRA
The financial fallout from the COVID-19 crisis might create a once-in-a-lifetime opportunity to do Roth conversions at an affordable tax cost and gain some insurance against future tax rate increases. In this column, I’ll explain why I say that. But first some...
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