Understanding Taxation of Withdrawals from Roth IRAs
Two little-known 5-year rules can make or break your Roth IRA withdrawals. Learn how to avoid surprise taxes and penalties with clear scenarios and actionable guidance.
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How to Project the Forward-Looking Returns of a Rental Property To Make More Informed Financial Decisions
Is your rental property performing optimally? Do you know how to evaluate its potential returns on a forward-looking basis? This guide explains how to evaluate residential real estate investment performance, calculate key rental property return metrics, and make tax-efficient decisions about holding, selling, gifting, or 1031-exchanging—fully integrated into your financial plan.
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Self Employed Retirement Plan Savings Strategies: SEP IRA vs Solo 401k Under New 2024 IRS Tax Ruling
Are you self-employed or earning 1099 income and unsure how to maximize your retirement savings in the most tax-efficient way? In this guide, we break down the 2 most powerful retirement vehicles available to self-employed individuals - the SEP IRA and Solo 401(k). Learn how to navigate which is best for your unique financial situation and goals in our blog article!
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The Big Difference between a Regular Roth IRA Contribution and a Backdoor Roth IRA Conversion
The Backdoor Roth IRA Strategy has 1 material weakness when compared to a Regular Roth IRA Contribution that's crucial to understand!
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