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Archive by tag: roth conversionsReturn
Examining Roth Conversion in the Current Legislative Landscape
The tax-free growth that Roth Individual Retirement Accounts (IRAs) offer have long made them a desirable planning tool, but paying taxes on the initial contribution or conversion can be cost prohibitive, which is why many people prioritize tax-deferred savings for retirement. However, three significant pieces of legislation present unique tax planning considerations in 2020 that take advantage of the many benefits of a Roth IRA.
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The SECURE Act and Your Retirement – A DHG Live Stream
Signed into law at the end of 2019, the SECURE Act – Setting Every Community Up for Retirement Enhancement Act – represents the most extensive change to retirement legislation since 2006. The SECURE Act aims to improve retirement confidence and security for individuals in the U.S. to gain easier access to retirement plans.
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