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Can I Create a Roth if I’m Over the Income Limit?
Yes, you might be able to create a Roth individual retirement account (IRA) if you’re over the income limit. This strategy involves converting a traditional IRA to a Roth IRA.
December 30, 2024 Weekly Market Insights
Stocks notched a slight gain over the holiday week. A tech-driven rally in the first half of the week was clawed back in the second half as investors took profits following the market holiday.
New Retirement Contribution Limits for 2025
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year.
Social Security: Maximizing Benefits
Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don't know that there are other ways to maximize their benefits, some of which depend on their marital status. Understanding the strategies for...
December 16, 2024 Weekly Market Insights
Stocks finished the week mixed, bookending losses around midweek gains as investors digested fresh inflation data.