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Roth Conversion: Is It the Right Strategy for You?

Roth Conversion: Is It the Right Strategy for You?

by MasterPlan Your Retirement | Jul 11, 2018 | Retirement Income

​The IRA is one of the most popular retirement savings vehicles. There are several variations, but in recent years, the Roth IRA has become an increasingly popular option. Roth IRA balances grew 51 percent from 2010 to 2013, while traditional IRA balances grew 28...
Tips to Catch Up on Your Retirement Savings Strategy in 2018

Tips to Catch Up on Your Retirement Savings Strategy in 2018

by MasterPlan Your Retirement | Jan 23, 2018 | Retirement Income

Feel like you’re behind on your retirement savings? You’re not alone. According to a recent study from the Economic Policy Institute, the average family between the ages of 44 and 49 has only $81,437 saved for retirement. That number is $124,831 for those between ages...
Roth Conversion: Why It Could Be the Right Strategy for Your Retirement

Roth Conversion: Why It Could Be the Right Strategy for Your Retirement

by MasterPlan Your Retirement | Aug 23, 2017 | Financial Planning, IRA Distributions

Do you own a traditional IRA but think a Roth may be a better option? You’re not alone. The Roth IRA has become an increasingly popular savings vehicle. That popularity is driven largely by its unique tax treatment, which allows you to take tax-free distributions in...

Recent Posts

  • March 2021 Newsletter
  • 3 Financial Developments to be Thankful for in 2020
  • October Recap: Markets Stumble but GDP Surges
  • The Problem With Robo-Advisors
  • COVID Economic Update: Fed Chairman Says Recovery Will Take Years
  • Has 2020 Volatility Thrown Your Allocation Out of Whack?
  • Fourth Quarter Preview: What to Expect for the End of 2020
  • September 2020 Newsletter
  • COVID Economic Update: Is a Second Stimulus on the Horizon?
  • Is a resurgence threatening our recovery?
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