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Are Roth Conversions a Step Into the Unknown? 3 Things to Consider.
Learn the top questions advisors ask about Roth conversions, modeling strategies, pitfalls, and how Break Analytics makes conversion planning clear and precise.
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Tax Law Shake-Up: Is This the Perfect Time for a Roth Conversion?
The One Big Beautiful Bill Act (H.R.1) has been signed into law. Here’s what it means for retirees, Roth converters, and income planners in 2025 and beyond.
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Double Down on Your IRA Contribution
As tax season approaches, don’t overlook the opportunity to make your 2024 IRA contribution before the April deadline. It’s a smart way to build your retirement savings and secure your financial future. Up the ante: consider doubling down by making both your 2024 and 2025 IRA contributions.
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Cathleen’s Commentary: Overview of IRAs 2025
It’s the most wonderful time of the year. No, it’s not the holidays, but the annual COLA limits gift from the IRS. While the contribution limits for Traditional and Roth IRAs haven’t increased for 2025, the deductibility limits for Traditional IRAs and the contribution limits for Roth IRAs have risen.
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Cathleen’s Commentary: Understanding the IRS Final Regulations
Final(ly) Regulations Released The Internal Revenue Service (IRS) released final regulations on required minimum distributions (RMDs) July 19, 2024. The key takeaway is, starting in 2025, RMDs are mandatory during a Designated Beneficiary’s (DB) 10-Year Term if the IRA owner died on or after their required beginning date (RBD). These regulations affect anyone who inherited…
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