3 Hidden Taxes a Roth IRA Conversion Could Create

Brian Fricke, CFP®IRA

When you convert a regular IRA to a Roth IRA the converted amount is treated as taxable income, but there are three other add-on taxes that could hit you that you need to know about.

How High Income Earners Can Fund A Roth IRA

Brian Fricke, CFP®IRA

One of our clients recently asked us if there was a way they could fund a Roth IRA despite learning they made too much money. Thank goodness they did!

Can You Make IRA Contributions In Retirement?

Brian Fricke, CFP®IRA

If you are retired, you can still make a contribution to an IRA or a Roth IRA? If you are 70-1/2, can you use some or all of your required minimum distribution to contribute to an IRA or Roth IRA?