Paul Jacobs explains how to make the most of your Roth IRA conversion – potentially by undoing it.
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Tag Archives: Publication: Kiplinger’s Retirement Report
Rebecca Pavese in Kiplinger’s Retirement Report
Rebecca Pavese offers strategies and tips for getting a headstart on next year’s taxes.
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Shomari Hearn in Kiplinger’s Retirement Report
Shomari Hearn recommends mid-year tax planning strategies to reduce exposure to new and higher taxes for 2013.
Paul in Kiplinger’s Retirement Report
Paul Jacobs cautions savers on the risks of converting a 401(k) to a Roth 401(k).
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ReKeithen Miller in Kiplinger’s Retirement Report
ReKeithen Miller discusses the place for bank-loan funds in investor portfolios.
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Paul Jacobs in Kiplinger’s Retirement Report
Paul Jacobs suggests a method for minimizing the tax impact of a Roth IRA conversion.
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Paul Jacobs in Kiplinger’s Retirement Report
Paul Jacobs shares ideas for how to handle required minimum distributions after covering expenses.
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ReKeithen Miller in Kiplinger’s Retirement Report
ReKeithen Miller advises on factors to consider when choosing a new bank.
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Eric Meermann in Kiplinger’s Retirement Report
Kiplinger’s Retirement Report, December 2010 – (article available to subscribers) Eric Meermann discusses the potential tax advantages of charitable giving.
Paul Jacobs in Kiplinger’s Retirement Report
Paul Jacobs sheds light on the often confusing subject of Roth IRA conversions and recharacterizations.
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