Roth Conversion Confusion: Taxes Withheld When Under 59 ½

There are many misconceptions about Roth IRAs and confusion abounds. Avoid this irreversible costly mistake and stay on the road to a Tax Savvy retirement. As a member of Ed Slott’s Master Elite IRA Advisor Group, Charlie Rawl has direct access to Ed and his team of IRA experts. Ed Slott and Company is a valuable resource for knowing the facts and applying that to artful IRA planning. By Andy Ives, CFP®, AIF® IRA Analyst There is no doubt we have written about this topic in past [...]

By |2023-08-03T16:37:30-05:00July 31, 2023|Categories: The Slott Report|Tags: , |

Help a Young Person Use Summer Earnings to Start a Roth IRA

Wouldn’t it be great to guide our children and grandchildren into a Tax Savvy financial future? Teach them to save in the tax-free bucket at a young age! As a member of Ed Slott’s Master Elite IRA Advisor Group, Charlie Rawl has direct access to Ed and his team of IRA experts. Ed Slott and Company is a valuable resource for knowing the facts and applying that to artful IRA planning. By Sarah Brenner, JD Director of Retirement Education Is your child or grandchild working hard this [...]

By |2023-08-03T16:41:20-05:00July 24, 2023|Categories: The Slott Report|Tags: , |

ROTH-O-MANIA!

As a member of Ed Slott’s Master Elite IRA Advisor Group, Mr. Rawl has direct access to Ed and his team of IRA experts. Ed Slott and Company is a valuable resource for knowing the facts and applying that to artful IRA planning. By Sarah Brenner, JD IRA Analyst SECURE 2.0 is now the law of the land and one thing is very clear. Roth-O-Mania is here! In their quest for more revenue, Congress has created more options to save with Roth accounts. These accounts bring in [...]

By |2023-02-02T13:28:02-06:00January 23, 2023|Categories: Articles, Smart Investing, The Slott Report|Tags: , , |
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