by Brendan Willmann | Mar 10, 2020 | IRA, Roth IRA
If you are ineligible to contribute directly to a Roth IRA you may have elected to instead fund a Traditional IRA – with the intention of subsequently converting to a Roth IRA. It’s important to understand how these transactions should be reported on your tax...
by Brendan Willmann | Feb 8, 2020 | 401k, Investments, Preparing, Recent, Roth IRA
If given the opportunity to contribute after-tax dollars to your 401(k) and subsequently roll to a Roth IRA, back up the truck. BLUF (Bottom Line Up Front) Funding a 401(k) with after-tax contributions is the first step of a process that can potentially direct...
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