-
Hence paying higher taxes now for the promise of tax-free Roths tomorrow makes little sense.
FORBES: 40 Years Old
-
Thirty states will automatically exempt distributions because they either follow federal policy, have no income tax or already have exempted Roths.
FORBES: Fact and Comment
-
They were about to move all their IRASs mutual funds and Roths to the control of a financial advisor, someone they trust.
NPR: Your Personal Finance Questions Answered
-
Okay, few retirees have so much of their savings in Roths, and most aren't on the cusp of getting their Social Security taxed.
FORBES: Which One To Pick First
-
Roths make sense for people who expect their tax rates to be higher in retirement or want to leave their account to their children.
FORBES: Magazine Article
-
Congress could easily snatch away the liberal distribution rules for Roths.
FORBES: Investment Taxes: Defensive Moves
-
Thats because, unlike traditional IRAs, Roths require no minimum distributions each year during the life of the IRA owner and, upon his death, the life of his spouse.
FORBES: Rothify now
-
Mr. Slott says he plans to monitor his Roths and then reverse the conversions (called "recharacterization") of accounts that have dropped in value or lagged behind.
WSJ: Tax Report: How the Experts Are Handling Their Own Roth IRA Conversions
-
That's a good instinct to have, but it doesn't work when you are deciding whether to opt for a Roth IRA. The surprising fact about Roths is that they tend to beat deductible alternatives.
FORBES: Magazine Article
-
But if stretching those withdrawals beyond the five-year point is no longer possible, older parents will have less incentive for paying the tax to turn those accounts into Roths, says Jeffrey Levine, a certified public accountant who works with Mr. Slott.
WSJ: Family Value: Will the Government Shrink Your IRA?