Buried in the footnotes of the Tax Cuts and Jobs Act (TCJA) Conference Report was a boring, but important explanation: No longer will tax professionals debate the legitimacy of contributing to a traditional, non-deductible IRA and immediately converting it to a Roth IRA.
Posts By: Jason Farris, CFP®,CAP®
Morningstar recently published a survey about long-term care insurance. Jason Farris discusses some interesting facts you should know.
According to recent research by the Transamerica Center for Retirement Studies, millennials are saving their money for retirement at a higher rate than their Baby Boomer counterparts at a similar age; however, there is one skill they are lacking:
Football season is here, and who doesn’t love a good football-finance comparison? Jason Farris, loves football, so naturally he wrote an article about 5 financial lessons to learn from football.
So you inherited an IRA – what’s next? Are you aware of the tax ramifications if you take out a lump sum right away? Jason Farris discusses a few rules you should be aware of when you receive your inheritance.