In essence, a Roth IRA conversion requires paying taxes on the portion of your IRA or 401(k) that you convert, but then that money can grow income tax-free for the rest of your, your spouse's, your children's and grandchildren's lives. The advantage of a tax-savvy long term Roth IRA conversion is often measured in the millions. The real eye-opener, however, is that Roth IRA conversions are great for older IRA owners, regardless of the benefits to future generations. "The Roth Revolution" addresses the following topics clearly and objectively: * Whether, how much, and when to...
In essence, a Roth IRA conversion requires paying taxes on the portion of your IRA or 401(k) that you convert, but then that money can grow income ...
There were two gay couples with identical financial resources. They each had the same amount of money, identical investments, identical taxes, and identical earnings history for social security purposes. The first couple didn't do any planning. The second gay couple followed the advice offered in "Retire Secure for Same Sex Couples." Doing reasonable projections, the first couple runs out of money in 28 years while the second couple has $1.4 million dollars and their portfolio continues to increase. What was the difference? The first couple never got married, started social security at 62,...
There were two gay couples with identical financial resources. They each had the same amount of money, identical investments, identical taxes, and ide...
