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The current tax environment has more account holders asking a familiar question: should I be converting to a Roth? Converting pre-tax retirement dollars into a Roth can open up years of tax-free growth, but the decision is rarely as simple as it first appears. The right answer depends on your current tax picture, your expectations […] |
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For self-employed investors and small business owners, the Solo 401(k) is often the most powerful account they've never seriously looked at. It offers some of the highest contribution limits available and a set of features that map remarkably well to real estate and lending strategies, yet it tends to get passed over in favor of […] |
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