roth ira

Advisor Upside

Sagging Markets Mean Roth Conversions Go on Sale

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Clients can save by converting to Roth accounts, but they should consider current tax brackets and cash on hand, advisors said.

2 min read

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Advisor Upside

How Advisors Can Help Turn 529s Into Roth IRAs

A new law under the Secure 2.0 Act will allow unused savings from 529 education investment funds to be transferred to a Roth IRA tax-free.

1 min read

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