Tag: taxes

  • Is it Helpful to Make a Roth IRA Conversion?

    Introduction to Roth conversions In previous posts, we looked at Roth retirement accounts and also compared them to their Traditional counterparts. While Roth accounts can provide tax benefits, there are income limits for who can make Roth IRA contributions. For those above the income limits, Roth IRA conversions provide one way to get money into…

  • What You Should Know About the Lifetime Estate Tax Exemption

    Death and taxes Benjamin Franklin said “nothing is certain except death and taxes…” And of those two boogey men, taxes may be the scarier. As if we don’t pay enough taxes during our lifetimes, we could be subject to more taxes even upon death! Yes, there is such a thing as a death tax, more…