Posts by Dennis Rogers
Should You Consider a ROTH Conversion?
Most people have the largest part of their investments for retirement in qualified plans (tax deductible at contribution and tax deferred until withdrawn). These plans (IRA’s, TSA’s, 401(k)’s) are generally advantageous during the higher income years because contributions to these plans are tax deductible. ROTH IRA’s (or ROTH(k)’s) may be a beneficial alternative for some…
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