#tax-strategy tag

Retirement

I am 49 with $660K in a 401(k). Should I max out the 24% bracket with annual Roth conversions?

from24/7 Wall St.

2 months ago

Retirement

I have a pension that pays $65k per year - will that income prevent me from doing a smart Roth conversion?

from24/7 Wall St.

5 days ago

Retirement

I would like to roll over $800K to a Roth IRA and keep the tax bill low. How should I do this?

from24/7 Wall St.

1 month ago

Retirement

I'm 45 with $7 million liquid - should I prioritize more Roth contributions in my 401(k), or just stuff it with pre-tax?

from24/7 Wall St.

3 days ago

Retirement

I am 49 with $660K in a 401(k). Should I max out the 24% bracket with annual Roth conversions?

from24/7 Wall St.

2 months ago

Retirement

I have a pension that pays $65k per year - will that income prevent me from doing a smart Roth conversion?

from24/7 Wall St.

5 days ago

Retirement

I would like to roll over $800K to a Roth IRA and keep the tax bill low. How should I do this?

from24/7 Wall St.

1 month ago

Retirement

I'm 45 with $7 million liquid - should I prioritize more Roth contributions in my 401(k), or just stuff it with pre-tax?

more#retirement-planning

UK news

fromBusiness Matters

1 week ago

UK stealth tax hike risks exodus of high earners, deVere warns

Increasing taxes are prompting British professionals to consider relocating abroad to escape higher tax burdens.

Privacy professionals

fromEntrepreneur

1 month ago

What the New IRS Rules Mean for Your Business - And How to Come Out Ahead | Entrepreneur

The IRS is drastically reducing its workforce and budget, impacting tax enforcement strategies and audit rates.

#financial-planning

from24/7 Wall St.

2 months ago

Bootstrapping

With $2.5 million in a 403(b) and $4 million in taxable accounts, what's our smartest strategy for housing short-term Treasuries?

from24/7 Wall St.

2 months ago

Mental health

I've converted 46% of my nest egg to Roth - am I overshooting my target with more conversions?

from24/7 Wall St.

2 months ago

Bootstrapping

With $2.5 million in a 403(b) and $4 million in taxable accounts, what's our smartest strategy for housing short-term Treasuries?

from24/7 Wall St.

2 months ago

Mental health

I've converted 46% of my nest egg to Roth - am I overshooting my target with more conversions?

more#financial-planning

UK politics

fromwww.theguardian.com

2 months ago

Call it a defence levy or even a patriot tax but Labour is going to have to raise taxes, fast | Gaby Hinsliff

The UK government's challenges echo past pandemic decisions, highlighting urgent needs in defense and tax strategy.

from24/7 Wall St.

3 months ago

Clark Howard explains how if you save a dollar in a Roth IRA you save $1 but it's not the case if you do the same in a 401(k)

"I'm obsessed with the Roth as a way to save for retirement." Howard emphasizes that saving through a Roth guarantees you get the full benefit of your contributions, unlike traditional 401(k)s where taxes apply later.

Roam Research

fromFast Company

6 months ago

Here's what to know about the standard deduction in taxes

The standard deduction is a fixed amount that reduces taxable income dollar-for-dollar, helping taxpayers save money. Most taxpayers opt for this over itemized deductions.

Business

#tax-strategy#tax-strategy

I am 49 with $660K in a 401(k). Should I max out the 24% bracket with annual Roth conversions?

I have a pension that pays $65k per year - will that income prevent me from doing a smart Roth conversion?

I would like to roll over $800K to a Roth IRA and keep the tax bill low. How should I do this?

I'm 45 with $7 million liquid - should I prioritize more Roth contributions in my 401(k), or just stuff it with pre-tax?

I am 49 with $660K in a 401(k). Should I max out the 24% bracket with annual Roth conversions?

I have a pension that pays $65k per year - will that income prevent me from doing a smart Roth conversion?

I would like to roll over $800K to a Roth IRA and keep the tax bill low. How should I do this?

I'm 45 with $7 million liquid - should I prioritize more Roth contributions in my 401(k), or just stuff it with pre-tax?

UK stealth tax hike risks exodus of high earners, deVere warns

What the New IRS Rules Mean for Your Business - And How to Come Out Ahead | Entrepreneur

With $2.5 million in a 403(b) and $4 million in taxable accounts, what's our smartest strategy for housing short-term Treasuries?

I've converted 46% of my nest egg to Roth - am I overshooting my target with more conversions?

With $2.5 million in a 403(b) and $4 million in taxable accounts, what's our smartest strategy for housing short-term Treasuries?

I've converted 46% of my nest egg to Roth - am I overshooting my target with more conversions?

Call it a defence levy or even a patriot tax but Labour is going to have to raise taxes, fast | Gaby Hinsliff

Clark Howard explains how if you save a dollar in a Roth IRA you save $1 but it's not the case if you do the same in a 401(k)

Here's what to know about the standard deduction in taxes

#tax-strategy
#tax-strategy