Tag: Roth IRA
Aug 3, 2026
The “Trump account” savings vehicles that were created as part of last year’s “Big Beautiful Bill” are now available. If you have children younger than 18, should you open one of these 530A accounts for them? If you had or plan to have a baby born between the...
Jul 21, 2025
The new “Trump Account” provision in the “One Big Beautiful Bill” is being promoted as a game-changing way to help American families. Every new US citizen born between January 1, 2025, and December 31, 2028, gets a $1,000 deposit from the government. Parents and...
Apr 29, 2024
When each of my children was born, I had their application for a 529 college fund filled out, mailed, and funded with the first $100 before they were released from the hospital. I dutifully funded those accounts monthly for years, until they accumulated enough to fund...
Nov 11, 2018
Roll Over 401(k) to IRA But Keep Your JobWatch this video on YouTube If your employer offers a 401(k) or other retirement plan, contributing to that plan is a foundation of your retirement savings. However, as you approach retirement age, you might consider moving...
Sep 26, 2016
Roth IRA Tax Strategies, Part TwoWatch this video on YouTube Last week I covered strategies for when to use Roth IRAs. An additional aspect of Roths is the benefit of being able to do a conversion from a traditional IRA to a Roth. It is best to consider doing a Roth...
