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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...
How Will Your IRA Distributions Be Taxed?

How Will Your IRA Distributions Be Taxed?

by MasterPlan Your Retirement | Mar 8, 2018 | IRA Distributions

Since its inception in the 1970s, the IRA has become one of the most popular available retirement savings vehicles. Americans hold nearly $2.5 trillion in individual retirement accounts (IRAs). Those nearing retirement, between the ages of 60 and 64, have an average...
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...
4 Ways to Create Early Retirement Income Without Facing Penalties

4 Ways to Create Early Retirement Income Without Facing Penalties

by MasterPlan Your Retirement | Jun 12, 2017 | Retire Early

​If you’re like many Americans, a large portion of your retirement savings may be held in qualified accounts such as 401(k) plans, IRAs or other tax-deferred vehicles. These accounts are popular because they allow you to accumulate assets without paying taxes on the...
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