Do *Not* Withhold Taxes from Your Roth Conversions
By electing this withholding choice, you are using qualified Roth IRA dollars to pay your taxes. That could probably be the end of the article right there.
The Best Interest »
Jesse Cramer
Jesse Cramer created The Best Interest to explain personal finance and investing in simple terms. His writing has been featured by CNBC, MSN, The Motley Fool, and other national publications. He resides in Rochester, NY with his wife and their dog, where he works in wealth management. Follow Jesse on Twitter: @BestInterest_JC
If You’re Not Thinking About “Full Price,” It’s Holding You Back.
We are asking the wrong question. “Can we afford it?” focuses on a sticker price. And we’re missing the bigger issue.
The $500,000 Error & The Clients I Want to Work With
Some people want a pilot. Others want a flight instructor. It’s clear that one is more risky, with worse results.
Sequence of Returns Risk – A Simple Example You Can Play With
Sequence of returns risk is a great topic for retirement. Here’s a simple example to show you how it works.
Why 10% Creates an Infinite Difference
A small swing in caloric intake – and a small swing in savings rates – will compound to infinite differences in the long run.
You’ve Lived Here Your Whole Life
It got up to 85 degrees here in Rochester last week (that’s Fahrenheit, to anyone concerned…or about 30 Celsius). We fired up our grill and… Read More »You’ve Lived Here Your Whole Life