Skip to main content

Posts

Showing posts with the label FeeOnlyadvisor

Roth IRAs through the backdoor

Backdoor Roth IRAs - What is it and is it appropriate for you? Ask yourself, do you fall under the designated income limitations that prohibit you from contributing to a Roth IRA? Do you even know what those limitations are? To help answer some of those questions, watch the video. Sit down with a financial advisor to discuss the complex tax strategies. Reach out to us at 614-635-0102.... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERT IRA TO GOLD: Gold IRA Account CONVERT IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA A Backdoor Roth IRA is a smart investment tool for high-earning individuals who want to enjoy the benefits of a Roth IRA but cannot contribute directly to it. A Roth IRA is a tax-free retirement savings account that requires contributions after taxes, but the account's earnings and withdrawals are tax-free. However, there are income restrictions to who can contribute to a Roth IRA. For tax year 2021, the Roth IR...

Roth IRA recharacterization rules

On top of providing tax-free income, Roth IRAs have another selling point - there's a window of time that you can "undo" the conversion ... whatever the reason may be. Keep watching to learn more about Roth IRA recharacterization. Need a financial advisor and a tax planner? Well Johanna happens to be both! Call us at (270) 247-0555 or go to to schedule your free, no obligation initial consult! We're here to help you find clarity about your finances. Other ways to stay connected: Website: www.milestonesfp.com LinkedIn: www.linkedin.com/in/jfoxcpa Facebook: www.facebook.com/MilestonesFinancialPlanning Subscribe to our e-newsletter: ... ( read more ) LEARN MORE ABOUT: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Account INVESTING IN A SILVER IRA: Silver IRA Account REVEALED: Best Gold Backed IRA Roth IRA recharacterization rules are a set of guidelines that allow individuals who have funded a Roth IRA to convert their contributions b...