By J.R. Robinson, Financial Planner (April 2025) A depressed stock market can feel like a financial setback, but for savvy investors, it presents a unique opportunity to optimize long-term tax … [Read more...] about Turning Stock Market Lemons into Lemonade: The Strategic Advantage of Roth Conversions in a Downturn
IRAs & Retirement Accounts
529 Rollovers: Think Twice Before Getting Your Advice from TikTok
529 Rollovers: Think Twice Before Getting Your Advice from TikTok
Three TikTok Videos About 529 Plan to Roth IRA Rollovers That Are High on Drama and Low on Fact-checking. The finfluencer community appears to have seized on this relatively obscure provision and has … [Read more...] about 529 Rollovers: Think Twice Before Getting Your Advice from TikTok
IRS (Finally) Gives Definitive Guidance (Kinda/Sorta) on Required Minimum Distributions from Inherited IRAs.
IRS (Finally) Gives Definitive Guidance (Kinda/Sorta) on Required Minimum Distributions from Inherited IRAs.
By John H. Robinson, Financial Planner (April 2024) Last week, the IRS issued Notice 2024-35, which provided long-awaited guidance on whether non-spouse and not-eligible designed beneficiaries … [Read more...] about IRS (Finally) Gives Definitive Guidance (Kinda/Sorta) on Required Minimum Distributions from Inherited IRAs.
3 SURPRISING INVESTMENTS TO AVOID AS INTEREST RATES RISE
3 SURPRISING INVESTMENTS TO AVOID AS INTEREST RATES RISE
3 SURPRISING INVESTMENTS TO AVOID AS INTEREST RATES RISE By John Robinson, May 2022 Where NOT to Put Cash Now that interest rates have begun rising, some consumers are asking if it is a good … [Read more...] about 3 SURPRISING INVESTMENTS TO AVOID AS INTEREST RATES RISE
How Many IRAs Do You Need?
How Many IRAs Do You Need?
How Many IRAs Do You Need? By Laurey Shintani, June 21, 2022 Pop Quiz: What is the maximum number of traditional or Roth IRAs a taxpayer may establish? Answer: There is no limit. While … [Read more...] about How Many IRAs Do You Need?
