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The 401(k) to Roth IRA Fail
Just because a certain transaction is allowed doesn’t mean it’s always a good idea. For instance, the Pension Protection Act of 2006 added the ability to convert a 401(k) from a previous employer to a...
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Roth IRA Two-Step (Advanced)
A small recap – last week, we discussed The Roth IRA Two-Step, the ability to deposit money to a traditional IRA and immediately convert the funds with no tax due. In effect, a ‘back-door’ to the Roth...
View ArticleIntroducing the Roth 401(k) Conversion!
There are times the news is so exciting I’d like to queue up the musical piece Thus Spoke Zarathustra, you may know it as the theme from 2001; A Space Odyssey. You know already that we’ve gone Over The...
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SEP-IRA vs. Solo 401(k) – Know the retirement plans
Today, RothMania’s first guest post. Thanks, Rick, for sharing with my readers – Many small business owners are trying to find additional tax deduction plans. The most feasible deduction is funding of...
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